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Reposted 2 Months AgoSaved
In-Office
Charlotte, NC, USA
Mid level
Mid level
Financial Services
Provide investment advice and recommendations, execute buy/sell orders, process deposits, maintain client communication and compliance, complete required continuing education, and follow AML/BSA regulations.
Top Skills: ExcelMicrosoft WordMs OutlookWindows
2 Months AgoSaved
In-Office
Suffolk, VA, USA
82K-118K Annually
Mid level
82K-118K Annually
Mid level
Financial Services
Plan, supervise and perform operational, compliance, and financial audits to assess internal controls, regulatory and GAAP compliance. Supervise audit staff, review workpapers, perform quality assurance, prepare reports, assist with regulatory exams and Audit Committee materials, and recommend control and process improvements.
Top Skills: Audit Software
Reposted 3 Months AgoSaved
In-Office
Greenville, SC, USA
Junior
Junior
Financial Services
The Mortgage Producing Sales Manager manages mortgage loan origination, recruits Loan Officers, establishes sales goals, and coordinates training while developing business relationships with real estate agents.
Top Skills: Adobe Creative CloudCrm SystemsMicrosoft Office SuiteTotal Expert
Reposted 3 Months AgoSaved
Hybrid
Raleigh, NC, USA
Mid level
Mid level
Financial Services
The Benefits Consultant will generate sales, maintain client relationships, provide client service, and manage team members while ensuring compliance with regulations.
Top Skills: Client Relationship Management SoftwareInsurance Sales Software
Reposted 3 Months AgoSaved
Hybrid
Raleigh, NC, USA
Mid level
Mid level
Financial Services
As a Commercial Lines Risk Advisor, you will contact leads, gather insurance information, present proposals, and maintain customer accounts while ensuring compliance with insurance regulations.
Top Skills: Customer Service SkillsInsurance Products
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Reposted 3 Months AgoSaved
Hybrid
3 Locations
Junior
Junior
Financial Services
The Benefits Consultant will generate new sales, maintain relationships with clients, and collaborate with the account management team to provide excellent service and training.
Top Skills: Health InsuranceInsurance ProductsLife Insurance
Reposted 3 Months AgoSaved
In-Office
Fayetteville, NC, USA
Junior
Junior
Financial Services
The Mortgage Producing Sales Manager originates loans, recruits Loan Officers, tracks sales goals, and develops strategies while ensuring compliance with regulations.
Top Skills: Adobe Creative CloudCrm SystemsMicrosoft Office Suite
Reposted 3 Months AgoSaved
Hybrid
Charlotte, NC, USA
Junior
Junior
Financial Services
The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.
Top Skills: Epic SystemsInsurance Agency Management SoftwareMicrosoft Suite
Reposted 3 Months AgoSaved
Hybrid
Raleigh, NC, USA
Mid level
Mid level
Financial Services
As a Surety Risk Advisor, you will cultivate business relationships, manage accounts, present proposals, and ensure compliance with insurance processes.
Reposted 3 Months AgoSaved
Hybrid
Glen Allen, VA, USA
Mid level
Mid level
Financial Services
The Private Client Risk Advisor develops leads, nurtures relationships with high-net-worth clients, and tailors insurance solutions while promoting Towne Insurance.
Top Skills: Applied EpicCrm SoftwareExcelOutlookWord
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