Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

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

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Company Description We help the world see new possibilities and inspire change for better tomorrows. Our analytic solutions bridge content, data, and analytics to help business, people, and society become stronger, more resilient, and sustainable. Job Description We are seeking an MSP Compliance Advisor for our Allocation Solutions Department. In this role, you will be res

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

Stinson LLP is seeking a highly motivated associate attorney with zero to five years of transactional experience and a strong interest in community development transactions utilizing new markets tax credits (NMTCs), historic rehabilitation tax credits (HTCs), and/or renewable energy investment tax credits (RETCs), to join our growing Tax Credit & Impact Finance group. Exp

Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Issue debit cards, Gift/Ace cards and explain operation to customers Quick rate CD's F

Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

The Commercial Banker is primarily responsible for generating and maintaining portfolios of commercial loans and deposits, as well as providing client service, cross sales and retention of inherited and acquired bank relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Originates, services and grows

It has never been a better time to join Farm Credit of Florida. Come be a part of the talented team of employees supporting our LaBelle branch office. In this role, you will deliver an outstanding customer experience through collaboration and teamwork within the branch location to meet the needs of the customers. you will support the sales/lending staff throughout the loa

Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank's commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the quality, quantity, direction, and overall credit risk in the o

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Relationship Banker II Location US FL Panama City Beach Job ID 2024 17364 Category Branch Banking Type Regular Full Time Job Grade 7 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Panama City Beach 17101 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhan

Quality Control Specialist III Job Locations US FL Panama City Beach ID 2024 2187 Category Customer Service/Support/Operations Type Full Time Telecommute No Overview AVIAN is searching for an Quality Control Specialist join our team providing support for the Unmanned Maritime Systems (UMS) Group providing support to our Panama City office. At AVIAN (pronounced a v yin ) w

What The Role Is As a Personal Banker III/IV, you will help clients achieve financial well being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origina