TowneBank
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Financial Services
Drive treasury services revenue by consulting with existing and prospective members on cash management, preparing proposals and presentations, coordinating implementations, supporting bankers through sales and onboarding, managing pipelines, ensuring compliance (AML/BSA), and delivering ongoing service and training.
Financial Services
The Account Manager provides professional service and insurance solutions to clients by processing requests, handling inquiries, and ensuring client information is up to date. Responsibilities include utilizing sales skills for client retention, processing transactions, and assisting team members as needed.
Financial Services
As a Risk Advisor - Personal Lines, you will assist clients in identifying insurance needs, recommend coverage options, and manage client communications. Responsibilities include developing leads, updating referral sources, tailoring strategies, reviewing policies for accuracy, and coordinating with carriers.
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