Provides service to clients' changing insurance needs by selling and servicing property and casualty, life, and health insurance. Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Service existing customers with payments/endorsement changes/quoting new business for home and auto. Determines clients' particular needs and financial situations by scheduling fac...
Responsibilities. Handle and enter confidential client information. Process new account applications. Process supplemental forms and client investment account requests. Manage client requests. Provide client service/account maintenance. Receive and prioritize directives from multiple advisors. Manage schedules and meetings for 3-4 financial advisors. Collaborate with other Executive Assistants professionally.
The Mortgage Loan Officer originates residential loan transactions, construction loans, home equity lines of credit, and assists with other financial needs. Protecting the Bank by ensuring that all credit and compliance policies, procedures, and regulations are followed. The role represents the Bank positively in the community and make relationships with real estate professionals and deepen customer and community relationships.
Due to an upcoming retirement, we have an opening for a Branch Manager at our Columbia City location. The branch manager oversees the management of the branch, security, customer relations, building business and maintaining current customers, overdrafts, refunds, cross sales, and manage non-interest expense & income. The incumbent must be able to manage the employees, adhere to company policies and procedures, maintain for the branch time & labor...
