Top Tech Jobs & Startup Jobs

Manage collateral protection and gap insurance for consumer loans: work with insurers, loan officers, dealerships, and customers to obtain and process insurance documentation, file gap and total-loss claims, cancel warranties, and ensure compliance with bank policies.

The Financial Advisor provides investment advice, manages client portfolios, ensures compliance with regulations, and fosters relationships for referrals and business growth.

Provide day-to-day support for business credit card customers and market sales teams, including onboarding, documentation, procedure development, and ongoing program maintenance. Assist with proposals, scheduling, and cross-team projects while ensuring accurate setup and operational support of customer programs.

Manage client investment portfolios, develop and execute comprehensive financial, tax, insurance, and estate planning strategies, lead client meetings, support new business development, and grow regional market share while collaborating with advisors.

Manage trust, estate, IRA, and investment accounts; administer fiduciary duties per trust documents and law; advise clients on estate, tax, and financial planning; coordinate external advisors; deepen client relationships and handle complex family dynamics while collaborating with bank referral sources.

Monitor debit and credit card activity across markets to detect fraud, investigate suspicious transactions, contact customers, process disputes, document cases, liaise with banks/processors, analyze fraud trends, and ensure regulatory compliance.

Provide customer service and support for consumer, small business credit, and debit card holders via phone, email, and occasional in-person contact. Process payments, applications, reports, and account inquiries; maintain CRM records; follow bank procedures and compliance rules; assist on special projects, trainings, and cross-departmental requests while resolving customer issues and communicating with internal stakeholders.

The Mortgage Lender originates residential mortgage loans by networking and marketing to referrals, managing applications, ensuring compliance, and maintaining customer satisfaction.

Lead end-to-end planning and delivery of digital marketing, web, content, UX, and optimization projects. Coordinate cross-functional teams, manage intake/prioritization, maintain project plans in Jira, facilitate UAT/QA and deployments, and implement AI/automation to improve workflows and delivery.

Open and process mailed payments using an OPEX mail opener, scan, key and balance transactions in the Aperta system per client checklists, research exceptions, and perform other assigned deposit operations tasks.