Receive and resolve inbound customer calls and emails, addressing both deposit and loan service requests. Provides operational support to lobby staff with banking functions and resolving client requests. Essential Duties and Responsibilities Respond to heavy call volumes, addressing all customer needs Perform loan transactions, payments, deposit account transfers, and dep

If you are interested in a career in Treasury Services with an industry leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work t

The Community Lending Market Manager for Phoenix will be responsible for implementing the strategic vision for Bankers Trust's Community Lending initiatives in our Arizona Market. This will involve crafting and implementing strategies in collaboration with senior leadership, including the Small Business lending, retail mortgage, and retail banking areas. The position will

Job Description Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Accountable for the personal achievement of monthly new account production as assigned by upper management Proce

The Liquidity Account Manager (LAM) will support the first line client experience by providing client on boarding, account servicing, accounting, audit support and relationship management to SVB Asset Management (SAM) and other Liquidity Management clients. The LAM will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will b

Individual annual sales goal component to be assigned in conjunction with the annual office sales goals On going development of a referral network through prospecting, networking, cold calling, and participating in community out reach efforts that promote the Bank and home ownership. Consistently spend more than 50% of working time away from First Western's office(s) enga

Provides underwriting technical support to new and renewal underwriters. Main responsibilities include assisting with new and renewal file preparation, endorsement requests, loss control review, follow up with agents, binding process, and miscellaneous tasks. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust org

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Competently perform duties associated with Conventional, FHA and VA loan processing. Duties to include communicating with, and gathering documentation from, customers and reviewing income, credit, assets appraisal, and title work for accuracy and completeness. Requires consistent communication with customers, Lennar associates and other departments. # Process and close lo

Assistant Banking Center Managers will assist Banking Center Managers with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valuable service to customers. This position is also responsible for a variety of duties focused on the development of new business, as we

Assists Client Service Managersin providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra departmental requests and manages reoccurring projects. Essential Functions Reasonable accommodations may be made to enable

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! Job Description The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides adminis

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities

Mortgage Banker Location Location US AZ Sun City Location Address 14626 N Del Webb Blvd Location City Sun City Location State/Province AZ ID 2024 2652 Category Retail Banking Position Type Full Time Min USD $60,000.00/Yr. Max USD $90,000.00/Yr. Min USD $60,000.00/Yr. Max USD $90,000.00/Yr. Job Summary The Mortgage Banker proactively solicits new consumer mortgage business

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS216 With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personalize