Top Tech Jobs & Startup Jobs

Support a loan officer by producing and maintaining marketing and social media campaigns, generating and qualifying leads, managing CRM and databases, creating ad mockups, performing customer outreach, and handling administrative tasks while adhering to company policies and customer service standards.

Manage delivery of wealth management services, focusing on business development, financial planning, and maintaining client relationships. Collaborate with internal teams and external advisors, ensuring compliance and high-quality client service.

Handle basic card payment functions including ordering and maintaining debit cards, preparing ATM/POS dispute documentation, monitoring transactions for fraud, coordinating with customer service and security, processing recoveries, and following bank policies and procedures while providing prompt customer assistance.

The Account Manager will manage client accounts, maintain policy data, respond to inquiries, prepare proposals, and ensure customer satisfaction.

The position supports agency account managers by processing and documenting insurance policies, maintaining client activity, and ensuring compliance with procedures.

The Personal Insurance Advisor drives agency growth through new sales and client relationship management, focusing on property, casualty, and benefits insurance.

The Commercial Lines Account Manager prepares proposals, manages client interactions, processes transactions, and ensures accurate policy information, while maintaining relationships with insurers and clients.

Assist account managers by processing and documenting policy information in Epic, maintaining client activities, and communicating with insurance carriers.

The Commercial Insurance Advisor develops and manages client relationships for commercial insurance, focusing on sales, renewals, and strategic planning to achieve profitability goals.

The VP/Commercial Portfolio Manager II manages client relationships, analyzes credit, monitors portfolio risk, and supports strategic banking initiatives.