A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mi

Lead the budget, reforecast, and growth model processes for Crowe. This would include o Establishing a timeline for the budget process and coordinating communications o Work with Firm IT to identify enhancements that can be made to TM1 for better reporting / easier practices o Review of budget model data and Workday budget data for accuracy / completeness o Work directly

Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and bring your expertise to

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we

The Community Development Mortgage Loan Officer (CDLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The CDLO is expected to develop referrals as a means to grow Key's home lending business and client ba

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not

General information Name Audit Director SEC Posting Title Audit Director | SEC Center of Excellence | Sign On Bonus Offered Ref # 2232320 Date Published Monday, April 15, 2024 City Indianapolis State Indiana Country United States Job Category Audit/Assurance Department Audit Office Indianapolis IN Advertised Location US IN Indianapolis Working time Full Time Description &

Relationship Banker Job Locations US IN Newburgh Category/Function Retail Banking Center Position Type Regular Full Time Requisition ID 2024 14789 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partn

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

A customer service representative, or CSR, will act as a liaison, provide services information, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put

Job Title 1591 FT Personal Banker Vincennes, IN Overview As a Personal Banker , you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do Day in the Life Every day you will work face to face with clients, open new deposit accounts, pe

Office Managers build, develop, and motivate their team to provide an excellent experience for our customers/clients and connect them to the Northwest products and business partners that fulfill their financial needs. Office Managers oversee office operations, ensure team accountability to policies and procedures, and develop and lead sales strategies that leverage Northw

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The teller is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a teller is charged with providing excellent c

The teammate is accountable for preparing and reviewing loan documentation and identifying exceptions, while providing the highest quality of service to every customer. Essential Functions This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single teammate. The job d

Monitors delinquent accounts and performs collection duties Reviews reports, researches and resolves issues Reviews payment postings for accuracy and to ensure account balances are current Works with co workers to resolve insurance payment and billing errors Monitors and updates delinquent accounts status Recommends accounts for collection or write off Contacts patients t