Performs a wide variety of duties in support of the retail function order to meet the financial services needs of both internal and external clients in all markets that we serve. Answers incoming calls to the Company’s Contact Center. responds to client inquiries as able or identifies Company personnel to respond to inquiries when unable to provide an immediate response. Proactively seeks ways to expand customer relationships in order to achieve ...
Performs a wide variety of duties in support of the retail function order to meet the financial services needs of both internal and external clients in all markets that we serve. Answers incoming calls to the Company’s Contact Center. responds to client inquiries as able or identifies Company personnel to respond to inquiries when unable to provide an immediate response. Proactively seeks ways to expand customer relationships in order to achieve ...
Responsible for providing mortgage loan services to clients while performing a variety of duties to support the loan servicing function to ensure efficient and accurate servicing of mortgage loan accounts. Interviews clients, obtains applications, disclosures and required supporting documentation. Enters application data into Loan Origination System software. Analyzes credit and other financial information to make preliminary recommendations for ...
Responsible for the development, implementation and coordination of the Investment Services / Insurance functions in cooperation with applicable business units. Reviews and understands investment options available through third party providers, including but not limited to mutual funds and insurance products. Provides assistance to existing and future clients with regard to statements, account reviews and various investment options / insurance pr...
Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels and other lines of business. Meets specific partner referral goals. Obtains and maintains an active NMLS registration. has and utilizes a Lending Line. Serv...
Responsible for analyzing financial data, preparing reports, developing financial based models, and providing insights to support strategic decision-making. Works closely with various departments, including finance, risk management, credit, and executive leadership, to ensure the bank's financial stability and growth. Develop and maintain financial models to analyze and forecast the bank's financial performance. Conduct variance analysis to compa...
