Financial Sales Advisor/ Personal Banker - Lakeway
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, inorder to grow, retain and maximize profit for the bank. Offer banking solutions to customers aftercapturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing depositrelationships through cross-selling of all retail banking products. Deliver an exceptional customer serviceexperience while responding to daily customer inquiries.
FINANCIAL SALES ADVISOR/PERSONAL BANKER - RIVER OAKS
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, inorder to grow, retain and maximize profit for the bank. Offer banking solutions to customers aftercapturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing depositrelationships through cross-selling of all retail banking products. Deliver an exceptional customer serviceexperience while responding to daily customer inquiries.
Financial Sales Advisor II/Personal Banker
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, inorder to grow, retain and maximize profit for the bank. Offer banking solutions to customers aftercapturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing depositrelationships through cross-selling of all retail banking products. Deliver an exceptional customer serviceexperience while responding to daily customer inquiries.
Financial Sales Advisor II - PERSONAL BANKER - Palm Desert
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, inorder to grow, retain and maximize profit for the bank. Offer banking solutions to customers aftercapturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing depositrelationships through cross-selling of all retail banking products. Deliver an exceptional customer serviceexperience while responding to daily customer inquiries.
Financial Sales Advisor II - PERSONAL BANKER - IDYLLWILD
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, inorder to grow, retain and maximize profit for the bank. Offer banking solutions to customers aftercapturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing depositrelationships through cross-selling of all retail banking products. Deliver an exceptional customer serviceexperience while responding to daily customer inquiries.
Comml Loan Funder Closer III
Details: ResponsibilitiesHandle Commercial Real Estate (CRE) construction disbursements via draw requests from borrower. Review budgets, draw requests, and support materials prior to funding. Remain up to date on all policies, procedures and training, Identify and address and/or elevate issues and exceptions. Pro-actively monitor and manage large construction projects – interact with general contractors, attorneys, and senior sales executives. Accurately on-board, fund, and service loans from inception to pay off.
Consumer Asset Team Lead
Details: ResponsibilitiesJOB SUMMARY: The Processing Team Lead provides overall direction to a processing team to ensure maximum customer service, appropriate control and to achieve the bank's strategic business objectives in an efficient and effective manner. Reviews and monitors bank policies and procedures to ensure compliance with federal and state banking regulations. Oversees compliance with laws and regulations applicable to the major operational and support functions. Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.PRIMARY RESPONSIBILITIES/ DUTIES:1. Implements departmental policies and operating procedures to ensure maximum customer service and appropriate control.a. Develops and implements sound operating procedures which are consistent with overall bank policies and operating objectives in order to maximize customer satisfaction and bank profit.b. Oversees the accurate and efficient processing of customer activities.c. Provides product training for front line staff.d. Assists in the prompt, efficient resolution to customer problems and/or inquiries.e. Participates in annual budget planning process.2. Recommends, develops and leads the implementation of new operational processes, systems and upgrades/enhancements which support user groups throughout the bank in achieving their goals for operational efficiency and effectiveness.a. Assure that the bank has access to and is prepared to apply innovations in operational systems and support functions; recommend changes which match these to the bank's needs.b. Oversee the development, implementation and monitoring of operational and compliance policies and procedures to assure compliance with all applicable laws and regulations. Maintain current knowledge base of compliance requirements and pending changes.3. Directs and manages operations staff to achieve established department goals.a. Responsible for activities of employees in the operationsb. Makes authoritative recommendations regarding selections of new employees, salary increases, promotions, transfers, disciplinary actions, and terminations. Maintains documentation on recommendations and actions taken.c. Sets performance standards, gives clear direction, delegates and schedules work.d. Monitors performance, gives on-going performance feedback and conducts effective performance appraisals.e. Trains, coaches, counsels, and provides general direction and guidance to direct reports.f. Schedules staff to ensure proper customer service coverage.g. Develop and manage annual budgets and staffing plans to achieve the above in an efficient and cost-effective manner.4. Ensures compliance with all applicable regulations and policies relating to bank operations.a. Ensures compliance with all federal and state banking regulations and local legal obligations such as tax levies, court appearances, and garnishments.b. Develops and maintains record retention policy to ensure compliance with state and federal regulations.c. Works with auditors and examiners during examinations, audits, and reviews.
Comml Loan Funder Closer II
Details: ResponsibilitiesThe position is part of the LD&FC LMM Division. The position will support the LMM loans & Line of Business, which are typically syndicated in nature. The position would be responsible for staying current on all policies, procedures and training to assure they function at the highest level of expertise needed to provide support and superior assistance to the respective clients and Line of Business they support. They will act as liaison between the LD&FC LMM and the respective Line of Business and in cooperation with the Loan HUB and other Operational areas of the bank. This individual will administer a loan portfolio to include the closing review, funding and daily operational activity for the LMM portfolio, including processing Loan Advances, Loan Payments, All Maintenance Items – Including Rollovers, Conversions, Margin Changes and Other Operational Transactions – as well as, Loan Closings, Renewals and Loan Modification on an on-going basis. Efficiency, attention to detail, accuracy, ability to work well with others and being a team player are crucial requirements for this position.
BRANCH ASSOCIATE/TELLER - KATY - 20 HOURS
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Preferred Relationship Manager
Details: ResponsibilitiesThe primary focus of the Preferred Relationship Manager (PRM) is the management and growth of aportfolio of consumer customers. Become the main point of contact for portfolio customers and isresponsible for retention and cross sell to as well as new production on any referred relationships.Deliver an exceptional customer service experience. Fill the role as a trusted financial advisor forcustomers taking the opportunity to fulfill all of their banking needs. Work toward the customer viewingyou as their relationship manager, assisting them with complete confidentiality with regards to personalinformation.
Direct Relationship Manager II
Details: ResponsibilitiesThe primary focus of the Direct Relationship Manager is the management and growth of a portfolio of customers handled remotely and primarily by phone. Focus on servicing consumer and business customers with the goal of maximizing the profit contribution of each customer by providing solutions that generate additional products/services. Become the main point of contact for portfolio customers and is responsible for retention and cross sell of the customer as well as new production on any referred relationships. Deliver an exceptional customer service experience. Fill the role as a trusted financial advisor for customers taking the opportunity to fulfill all of their business, consumer and employee banking needs. Work toward the customer viewing you as their relationship manager, by being able to help them with complete confidentiality with regards to personal information. Partner with branches in order to assist your customers when a branch services is needed.
Dealer Commercial Services Specialist
Details: ResponsibilitiesFunction: Supports the bank's commercial banking business plan by developing new commercial banking customers. Services and expands the existing customer base under the general direction of the manager. Handles corporate loans with a loans outstanding portfolio of up to $50,000,000 to $100,000,000. Total Loans and Deposits should be $75,000,000 to $150,000,000. May supervise 1-2 lenders, but supervision is not the key factor for this position.Knowledge:Maintains comprehensive knowledge of the bank's products, services and credit standards, trends in commercial banking pricing and products, effective sales and customer service practices, relevant legal issues and other necessary information.Sales: Develops an individual business plan, consistent with the bank's plan, to target companies with likely needs. Executes the business plan by making calls, seeking referrals and developing relationships. Identifies the customer's banking needs and matching Compass products and services. Structures and proposes credits and services to the customer.Negotiates, within broad guidelines, credit pricing, terms and structures. Administration:Oversees preparation of loan packages for approval. Facilitates resolution of the credit approval process. Manages and expands existing portfolio by overseeing credit renewals, resolving problems and cross-selling other products with the assistance of product specialists and junior officers.
Patient Services Coordinator / Medical Assistant (MedStar PromptCare)
Details: MedStar PromptCare has an immediate opportunity for an experienced Patient Services Coordinator / Medical Assistant to join our team.Primary responsibilities include:- Serves as the initial contact person at the medical practice, principally responsible for all front desk and reception activities.- As needed, cross-trained to assist the back office as a Medical Assistant/Clinical Care Specialist/MA either during normal front office shift or as back up for unplanned or scheduled absences.- Greets patients in a service oriented and professional manner, answers phones, monitors the reception area for patient comfort and potential emergencies, registers and submits charges for patients.- Assists in coordinating patient care from an administrative perspective.Qualifications:
Office Manager- Cardiology Associates
Details: Cardiology Associates, LLC seeks an experienced Office Manager to oversee and coordinate the provision of patient care in our Annapolis-Vascular clinical office. This position requires hands-on management and the ability to work closely with physicians.The ideal candidate will have a strong operational background and the ability to effectively motivate and engage staff. Prior management experience in a managed care or ambulatory care environment and the ability to act as a team leader by bringing together providers and staff is preferred.This is a great opportunity to work with a dynamic and prestigious practice!Primary duties include:- Managing and directing the office daily operations and programs- Managing the office human resources to include recruitment, coaching and counseling, and employee development- Managing the financial performance of the office- Overseeing office billing performance- Developing and coordinating marketing programs to establish and maintain relationships with new and existing referring physiciansQualifications:- Bachelor’s degree in business/health administration or equivalent experience required- Three to five year’s management experience in health care setting- Demonstrated organizational, problem-solving, interpersonal, oral and written communication skills- Knowledge of healthcare and CPT coding regulations required- Experience in working with physicians requiredAbout Us:Established in 1979, Cardiology Associates, LLC, includes the area's most experienced and respected cardiologists and vascular surgeons. We are proud of our reputation as healers and leaders in the field of cardiovascular medicine.We recognize the needs of our patients and strive to provide comprehensive Cardiovascular Care, enabling our patients to have full and active lifestyles. We collaborate with the finest hospitals to provide the best in acute, long-term, and preventive care.###HR Use Only: *CB*HR Use Only: *MNSR*
Sales Representative / Customer Service / Account Manager
Details: If you are a confident and highly motivated individual looking for a great sales opportunity with uncapped earnings and growth potential, join our Sales team at Central Payment! We are seeking energetic and entrepreneurial Outsides Sales Reps to market our credit card processing services, social media tools, mobile marketing solutions and loyalty reward programs to businesses across the country. Job Responsibilities As an Outside Sales rep with Central Payment, you will identify customer needs in terms of merchant services, social media and mobile marketing and suggest Central Payment solutions that best meet their business needs. You will also conduct periodic customer service and quality assurance visits with your merchant clients to maintain strong working relationships and grow sales accounts. Additional responsibilities of the Outside Sales Rep include: Explaining Central Payment’s bundled credit card processing and social media/mobile marketing services in simple, effective and persuasive terms Developing and maintaining strong business relationships with business owners in your area, starting with small to medium-size businesses and working your way up to larger businesses Collaborating with your Sales Director to prepare and present competitive sales proposals Providing first-time customers with a free new programmed credit card terminal and helping to reprogram existing terminals Working closely with Central Payment colleagues in Customer Service, Underwriting, Technical Support, Web Development and other departments to meet your sales goals
Sales Service Representative - Freelance
Details: Department:Sales Admin: NY POSITION SUMMARY:The purpose of the position is to assist the Account Executive in his/her efforts to maximize advertising revenue for the A+E Networks. PRIMARY DUTIES:• Generate and revise orders to traffic.• Create and type correspondence. • Assist Account Executive in preparatory work for sales support. • Daily primary contact and follow-up with clients. • Provide backup to Sales Planners, as needed.
Sales Service Representative
Details: Department:Ad Sales: Chicago POSITION SUMMARY:The purpose of the position is to assist the Account Executive in his/her efforts to maximize advertising revenue for the AETN Networks. PRIMARY DUTIES:• Generate and revise orders to traffic.• Create and type correspondence. • Assist Account Executive in preparatory work for sales support. • Daily primary contact and follow-up with clients. • Provide backup to Sales Planners, as needed.
Collections Specialist
Details: Department:Finance & Accounting - Corp. •Perform collection efforts and maintain related documentation over assigned accounts;•Review and process invoice adjustments by working with internal and external clients;•Process/review Credit Application/Agreement documentation required pursuant to Company guidelines and policies for new client account set-up and credit;•Other ad-hoc requests as needed by the department.
Commercial Insurance - Underwriting Assistant - Up to $40,000
Details: Each year JobGiraffe places thousands of candidates in direct hire, temp-to-hire, and contract positions. Do you have experience in commercial insurance?Are you knowledgeable of auto ISO rules, rates, and forms?If so, then please read on, as our client may have the right job for you...Schaumburg Area (Northwest Suburbs of Chicago, IL) - Insurance - Underwriting Assistant - Up to $40,000 to start... Our client, a successful and expanding insurance company, has an immediate for an Underwriting Assistant.In this Insurance Underwriting Assistant position your duties will include: Providing processing and underwriting support on multiple lines of business Organizing and analyzing information for the acceptance or refusal for the Underwriter Maintaining compliance with all company filed rules, rates, and forms/protocols Computing rates & developing the premiums on quotations, endorsements, cancellations, surety bonds & policies Providing support to the customers, agents, and other members of the department in areas of underwriting operation and proceduresTo apply for this Insurance Underwriting Assistant position you must possess: At least 1-2 years of experience within commercial insurance A knowledge of auto ISO rates, rules, and protocols/forms Solid organizational skills and the ability to work well independently A strong natural math aptitudeThis is really a position in which you must be able to perform research and work with numbers/spreadsheets on a daily basis, sometimes with little supervision. If you thrive under those kind of expectations, then we want to hear from you!The starting salary for this insurance Underwriting Assistant position is up to $40,000 to start. You will also receive a generous benefits package that include medical and dental insurance - as well as a 401k plan, 11 paid holidays, personal days, vacation time, and more!To be considered for this insurance Underwriting Assistant position please use the APPLY NOW button to begin the application process.
