- NBT Bank (Williamsville, NY)
- …clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. ... Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed:...their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain minimum… more
- First Horizon Bank (Lafayette, LA)
- …strategic initiatives are executed effectively. + Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and ... the local market/community through civic organizations or community groups. Sales and business development + Implement and coach advice driven sales process. Provide… more
- PNC (Louisville, KY)
- …to the company's success. As an Investment Advisor III within the PNC Private Bank organization, you will be based in Louisville, KY. This position is primarily ... growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client.… more
- The Croghan Colonial Bank (Port Clinton, OH)
- …Community Relationships are our priority, and our team here at Croghan Colonial Bank strives to help our communities have the most successful banking relationship ... and opportunities to refer to other team members or business partners for outreach. Essential Job Duties - +...processes a wide variety of transactions in accordance with bank policy + Completes and follows up with customer… more
- Eastern Bank (Wakefield, MA)
- …products and services. Must maintain a thorough knowledge base of bank /call center products, services, policies, and procedures. Is responsible for achieving ... or onsite environment. **Responsibilities:** Customer Support Specialist I: Serves as bank 's first line of response on inbound customer telephone calls regarding… more
- Trustco Bank (Albany, NY)
- …the following. Other duties may be assigned by the supervisor and/or Trustco Bank 's Board of Directors. + Thoroughly reviews files, draws up closing documents and ... Ensures mortgage files comply with all federal and state regulations and the Bank 's policies and procedures. + Verifies title status for residential properties. +… more
- Woodforest National Bank (The Woodlands, TX)
- …The Associate General Counsel II is responsible for providing legal advice and support to the Bank and its branches and business units on a wide array of legal, ... diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the...banking and business matters. Ensure that complex legal issues, contracts, disputes,… more
- Great Southern Bank (South Sioux City, NE)
- Come be a part of something greater! Great Southern Bank is committed to following an environment where everyone can contribute and succeed at every level. We ... Banking Center Administration to market banking services and develop new business . Ensures all sales, production goals, budgets, customer service standards, security… more
- Allied Universal (Richardson, TX)
- …discounts, perks, and more for most full-time positions! As a **Security Officer - Bank Location - FT** in **Richardson, TX** , you will serve and safeguard clients ... institutions. + Conduct regular and random patrols around the business and perimeter to help to deter suspicious activity...certification is preferred. + A valid Guard Card or license is preferred. + Be at least 18 years… more
- Allied Universal (Novato, CA)
- …depending on the position and eligibility. **Job Description:** As a **Security Officer - Bank Patrol** in **Novato, CA** , you will serve and safeguard clients in a ... manner. + Conduct regular and random patrols around the business and perimeter to help to deter unauthorized activity...computer or tablet is preferred. + A valid driver's license is required for driving positions, and must meet… more