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YesterdaySaved
Hybrid
Greenville, NC, USA
Mid level
Mid level
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.
Top Skills: Applied Epic
Reposted YesterdaySaved
Hybrid
Raleigh, NC, USA
Junior
Junior
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.
Top Skills: Insurance Agency Management SoftwareMicrosoft Suite
2 Days AgoSaved
In-Office
Mount Pleasant, SC, USA
Internship
Internship
Financial Services
Intern will assist with customer service, cash handling, transaction processing, and maintain compliance with regulations while providing excellent customer service.
Top Skills: ExcelMicrosoft Word
Reposted 2 Days AgoSaved
In-Office
Raleigh, NC, USA
Mid level
Mid level
Financial Services
The Treasury Management Advisor is responsible for driving treasury services revenue, supporting sales processes, assessing cash management needs, and ensuring member satisfaction through strategic treasury solutions.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordTeamsWebexZoom
Reposted 3 Days AgoSaved
In-Office
Charlotte, NC, USA
Mid level
Mid level
Financial Services
The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.
Top Skills: CreditquestInsightLaserproMS OfficeNextgen
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Reposted 3 Days AgoSaved
In-Office
Winterville, NC, USA
Internship
Internship
Financial Services
As an intern, the candidate will provide customer service, handle transactions, maintain cash accuracy, and comply with regulatory requirements, while honing communication and problem-solving skills.
Top Skills: ExcelMicrosoft Word
Reposted 3 Days AgoSaved
In-Office
Huntsville, AL, USA
Internship
Internship
Financial Services
The Summer Internship at TowneBank Mortgage involves assisting Spanish-speaking clients, learning the loan origination process, and supporting mortgage documentation and client communications.
Top Skills: CRM
4 Days AgoSaved
In-Office
Suffolk, VA, USA
Expert/Leader
Expert/Leader
Financial Services
The Payment Services Manager oversees the management and compliance of the Payment Services Department, ensuring effective operations and regulatory compliance, while developing teams and processes for ACH and Wire transfers.
Top Skills: Ach ProcessingCompliance SystemsNachaWire Transfers
4 Days AgoSaved
Hybrid
7 Locations
Mid level
Mid level
Financial Services
The Senior Account Manager provides sales and service support to clients, processes transactions, resolves discrepancies, and maintains client files and relationships.
Top Skills: Applied Software EpicExcelOutlookWord
4 Days AgoSaved
In-Office
Suffolk, VA, USA
Junior
Junior
Financial Services
The Payments Specialist processes domestic and international wire transfers and ACH transactions, ensuring compliance and fraud detection while providing exceptional member support.
Top Skills: Adobe PdfExcelMicrosoft TeamsWord
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