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

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

Teller Location US FL Niceville Job ID 2024 17244 Category Branch Banking Type Regular Part Time Job Grade 2 FLSA Status Non Exempt Working Hours Mon Fri, 5 hours daily, 25 hours weekly Job Location Company Niceville 17177 Overview The purpose of this job is to satisfy the customer by providing quality customer service through the processing of a variety of cash and non c

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 Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships. Responsibilities include, but are not limited to Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management. Review approval for accura

Senior Manager, Digital Experience ID 2024 4207 # of Openings 1 Category Marketing & Creative Company Name US FL Lake Nona Who We Are We are Tennis! The USTA (United States Tennis Association) is the national governing body for the sport of tennis and the leader in promoting and developing the sport's growth on every level in the United States, from local communities to t

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

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

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

PRIMARY DUTIES AND RESPONSIBILITIES (may include but are not limited to the following) Responsible for gathering, compiling and analyzing information to complete the research and financial analysis of land under consideration for purchase to develop residential communities. The Analyst is also responsible for preparing the information into detailed accurate reports. Prepa

Balance credit quality of portfolio and loan growth. Assume total responsibility for monitoring portfolio and proactively works to identify weakness in loans to minimize the bank's exposure and reduce credit risk. Provide for close and personal attention to clients by understanding their overall goals and objectives while promoting and supporting the loan policies and str

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

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

Develop new client business in target international using external knowledge of market (LATAM). Meets or exceeds investment referral goals, deposit goal DDA and interest bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Collaborates with the team to generate, identify, qualify, and prioritize new pro

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