Jobs at Bell Bank

Improves insurance agency performance through business intelligence, operational analysis, workflow redesign, carrier-performance reporting, and strategic project support. Develops dashboards and scorecards, analyzes revenue, retention, profitability, capacity, and carrier results, identifies automation opportunities, and supports cross-functional technology and operating-model initiatives. The role also defines requirements, controls, risks, success measures, and post-implementation reviews while translating complex data into actionable recommendations.

Manages daily cash settlement and liquidity activities with Federal Reserve and correspondent banks. Performs complex reconciliations, account analysis, journal entries, regulatory reporting, and discrepancy resolution. Supports month-end and year-end accounting, banking operations, process documentation, internal controls, training, and cross-functional initiatives. Serves as a subject matter resource for Accounting Operations and helps improve processes, efficiency, and compliance.

Processes returned checks, non-posted items, chargebacks, NSF notices, check adjustments, disputes, account corrections, copy requests, and check retention. Balances daily transactions, resolves discrepancies, supports customer and internal research, manages supplies and procedures, coordinates with vendors, and contributes subject matter expertise to projects and workflow improvements while maintaining compliance and service standards.

Provides accounting and administrative support for mortgage operations. Responsibilities include auditing borrower mortgage accounts, reconciling general ledger and cash accounts, coordinating deposits and loan wires, supporting accounts payable, verifying mortgage loan transactions, and maintaining accurate financial records. The role requires attention to detail, confidentiality, customer service, and compliance with banking policies and regulations.

Leads complex credit analysis, underwriting, transaction structuring, and portfolio risk management for capital finance exposures. Evaluates borrower financials, collateral, leverage, liquidity, covenants, and enterprise value; prepares credit recommendations and loan committee presentations; structures asset-based and structured lending transactions; monitors portfolio performance and borrowing bases; identifies emerging risks; and develops mitigation plans for stressed credits.

Provides reception, clerical, and administrative support for agency operations. Responsibilities include tracking insurance licenses, managing continuing education notifications, maintaining producer appointments, coordinating mail and paperwork, supporting events and volunteer opportunities, testing and auditing workflows, updating procedure manuals, assigning training plans, and assisting with general office duties.

Provides administrative and processing support to personal lines account managers and advisors. Responsibilities include maintaining policy data and documentation in Epic, processing carrier transactions, preparing insurance documents, communicating with carriers, monitoring claims, reviewing policy changes, and supporting office operations. Requires strong computer, data entry, communication, customer service, prioritization, and multitasking skills.

Provides personal lines insurance account servicing for clients, agents, and carriers. Maintains policy data in EPIC, processes new business, renewals, endorsements, claims, and documentation, prepares coverage proposals, responds to inquiries, monitors outstanding items, and identifies cross-selling opportunities. Requires insurance coverage knowledge, carrier relationship management, accurate data entry, customer service, communication, organization, and an appropriate state insurance license. This is a pipeline opportunity for future openings.

Build and retain profitable commercial insurance accounts through prospecting, risk analysis, quoting, coverage recommendations, sales presentations, renewals, cross-selling, and client relationship management. The role also involves coordinating with carriers and account managers, documenting activities in EPIC, supporting claims and loss-control efforts, collecting premiums, and meeting agency sales and retention goals. Managerial responsibilities include carrier relationships, staff development, workflow oversight, training, and sales performance monitoring.

Prospects, quotes, and sells personal property, casualty, and benefits insurance accounts while meeting sales goals. Manages client relationships, renewals, retention, coverage reviews, policy changes, documentation, payments, referrals, and carrier communications. Analyzes risks, recommends coverage programs, prepares proposals, supports claims, and collaborates with account managers and underwriters while following agency policies and applicable regulations.

Evaluate, structure, and monitor capital finance credit exposures through financial statement and collateral analysis, prepare credit memoranda, support approvals, perform portfolio monitoring, and partner with deal teams to optimize risk-adjusted returns.

Assists Treasury Management Officers with selling, implementing, onboarding, and servicing treasury management products for commercial and private banking clients. Prepares proposals, account reviews, contracts, setup documentation, reports, and relationship analyses. Supports customer inquiries, training, product recommendations, account maintenance, and collaboration with internal bank departments while ensuring compliance with policies, regulations, and information security standards.

Provides accounting and administrative support for mortgage operations. Responsibilities include auditing borrower mortgage accounts, researching discrepancies, reconciling general ledger and cash accounts, preparing deposits, processing credit card payments and accounts payable items, coordinating mortgage loan wires, verifying loan purchase and sale data, and maintaining accurate documentation. The role requires confidentiality, attention to detail, customer service, regulatory compliance, and proficiency with Microsoft Office and financial software.

Lead the IT Process Automation team to define and execute enterprise automation strategy, administer platforms (UiPath, SharePoint, DocuSign), ensure governance and security, manage vendors, deliver scalable automation solutions, and develop automation talent while partnering with business and IT stakeholders.

Processes mortgage loan files from application through closing and post-closing. Reviews applications and credit documentation for investor, agency, and federal compliance; calculates borrower income; orders required reports and verifications; coordinates with borrowers, agents, title companies, loan officers, and underwriting; resolves conditions; prepares closing packages and compliance checklists; monitors closing schedules; and responds to quality control and investor audit inquiries.

Manage delivery of wealth management services, focusing on business development, financial planning, and maintaining client relationships. Collaborate with internal teams and external advisors, ensuring compliance and high-quality client service.

Originate, underwrite, structure, document, close, and disburse complex SBA 7(a) commercial and commercial real estate loans. Develop new business and referral relationships, assess SBA eligibility and borrower creditworthiness, negotiate loan terms, maintain credit quality, prepare loan committee materials, and support SBA documentation. Ensure compliance with bank policies, the Bank Secrecy Act, and applicable laws while collaborating with commercial banking teams and SBA personnel.

Drive profitable growth of commercial lines through prospecting, quoting, selling, renewals, and relationship management. Oversee underwriting relationships, coach advisors, manage staffing and workflows in EPIC, and collaborate with account managers to retain and service clients while meeting sales goals.

The VP/Senior Wealth Advisor manages wealth management services, develops client relationships, conducts financial planning and ensures compliance, with a focus on business growth and teamwork.