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Requires daily contact with customers, attorneys, bank officers, and insurance agents by phone and/or letters Order flood determinations for new commercial loans in process Reviews all commercial and mortgage new loans for proper hazard/flood insurance coverage/documentation Tracks flood insurance policies for lapses in coverage Prepares and sends required regulatory lett
Posted 1 day ago
Responsible re marketing existing policies as needed as well as quote and bind new policies for homes, autos, watercraft, etc. ESSENTIAL DUTIES AND RESPONSIBILITIES Demonstrate technical selling skills and product knowledge in all areas and across other company services to provide clients with effective presentations of insurance solutions. Present to clients consultative
Posted 2 days ago
Solicit new business and lending opportunities from current and prospective customers Provide leadership and direct assigned region's activities to build a successful retail branch delivery system with concentration on customer service, growth, profitability, service quality, efficiency and risk management/loss control Establish annual goals and objectives for districts a
Posted 3 days ago
Responsible for managing current commercial book of business as well as binding new commercial opportunities. MINIMUM REQUIREMENTS 220 License Minimum three years' experience quoting, writing, and managing commercial lines policies. Extensive knowledge of commercial lines markets, products, coverages and underwriting guidelines, Florida commercial property insurance, gene
Posted 1 day ago
As a member of the Retail Banking Team, the CRA Lending Team Leader (CLTL) originates mortgage loans to meet individual and department production goals. The CLTL in responsible for establishing and maintaining strong professional ties, specifically to business generators in low to moderate income (LMI) and majority minority census tracts, in order to develop new mortgage
Posted 2 days ago
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar
Posted 2 days ago
Answer calls and online conversations from customers and branches regarding potential fraud related transactions to customer accounts. Contact customers identified with potential unauthorized account activity. As a result of, the customer's response, determine additional steps needed. Complete Fraud Intake forms, documenting customer concerns and experiences. Assess all c
Posted 2 days ago
Answer calls and online conversations from customers and branches regarding potential fraud related transactions to customer accounts. Contact customers identified with potential unauthorized account activity. As a result of, the customer's response, determine additional steps needed. Complete Fraud Intake forms, documenting customer concerns and experiences. Assess all c
Posted 2 days ago
A Credit Underwriter is responsible for spreading financial statements in compliance with Bank standards. It is the responsibility of a credit underwriter to prepare Credit Offering Memorandums on non to mid complex borrowers in concert with Commercial Lenders for consideration of commercial loan approval. Other responsibilities include compiling of borrower's total banki
Posted 1 day ago
Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar
Posted 1 day ago
This position is responsible for overseeing the workflow of group of plans assigned; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments. Essential Duties Collect and edit census data from clients via electronic media Prepare year end asset review and rec
Posted 1 day ago
This position is responsible for building and maintaining relationships with BPAS Clients; maintaining knowledge of BPAS products and services and cross selling the same; project work (as needed); and various other duties as required to retain and grow client relationships. Travel is required for this position. Essential Duties Serve as the Relationship Manager for an ass
Posted 3 days ago
The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others. Hours 8 30am 5PM M F Learn and understand industry content. Maintain pro
Posted 3 days ago
As a member of the Retail Banking Team, the Mortgage Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Consultant is responsible for establishing and maintaining stro
Posted 3 days ago
A Regional Retail Lending Specialist is responsible for promoting the bank to current and prospective customers in their county, as well as, surrounding counties. They provide training, as well as, production and support for residential mortgages and home equities for branches in their designated region. They are responsible to prepare mortgage loans and supporting docume
Posted 1 day ago
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