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The role involves opening and maintaining accounts, assisting members, handling transactions, promoting products, and ensuring compliance with regulations.

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.

The Summer Internship at TowneBank Mortgage involves assisting Spanish-speaking clients, learning the loan origination process, and supporting mortgage documentation and client communications.

The Benefits Consultant is responsible for generating sales by analyzing client needs and presenting group health and life insurance solutions, maintaining client relationships, and managing team members.

The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.

Support the Commercial Lines account team by processing audits, endorsements, certificates, and policy assemblies. Manage policy attachments in Epic, obtain carrier documents, handle billing actions, and participate in meetings and carrier training to ensure accurate client service delivery.

Serve as a trusted advisor for complex commercial accounts, collaborating with producers, carriers, and internal teams to deliver tailored commercial insurance solutions, ensure accuracy, responsiveness, and regulatory compliance, and strengthen long-term client relationships.

Manage sales and service for Select Business Unit commercial insurance clients: process endorsements, certificates, audits, and renewals; maintain agency management system files; assemble proposals and binders; resolve accounting discrepancies; develop client and underwriter relationships; identify cross-sell opportunities and ensure transaction accuracy.

Manage complex commercial insurance accounts as a trusted advisor, partnering with producers, carriers, and internal teams to deliver tailored risk solutions. Ensure accuracy, responsiveness, and regulatory compliance, maintain strong client relationships, and use agency management systems and Microsoft tools to support service delivery and growth.

On-call receptionist who greets customers, operates the phone switchboard, directs visitors, performs clerical tasks, assists branch staff, and complies with AML/BSA rules. Must be available for short-notice coverage including holidays and fill-in shifts.