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The Insurance Assistant Account Manager assists in servicing customers by processing endorsements, invoices, confirmations, and supporting new business processes. They maintain client files and ensure service quality while providing knowledgeable customer service and support to the department through computer skills and industry knowledge.
The Senior Data Analyst will build dashboards and deliver insights to drive business decisions, develop large datasets and models, and collaborate with technology teams on data warehouse solutions. Responsibilities include engaging with senior executives, communicating analytical findings, and participating in data governance programs.
The Mortgage Quality Assurance Analyst is responsible for conducting quality control audits related to loan management. This role involves analyzing audits for accuracy, consistency, and compliance with company policies and regulations. The analyst will also create and maintain documentation, participate in team meetings, and identify improvement opportunities in the audit process.
The Treasury Management Sales Associate supports the delivery of client-focused Treasury Management solutions. Responsibilities include preparing presentations, collaborating with Treasury Management Officers, and ensuring accurate service implementation and client communication. Additionally, the role involves assisting in sales processes and managing compliance.
The BSA/AML Analyst analyzes suspicious activity related to money laundering, ensuring compliance with the Bank Secrecy Act. Responsibilities include analyzing AML alerts, maintaining records, communicating with staff, and investigating customer account behavior for signs of suspicious activity. They also collaborate on compliance matters and assist in special projects regarding policies and procedures.
The BSA/AML Analyst II is responsible for analyzing suspicious activities and reporting them in compliance with BSA regulations. This role involves independent analysis, compiling data, serving as a subject matter expert, and updating compliance policies to mitigate risks associated with money laundering and suspicious activities.
The Treasury Management Sales Associate will work with clients to deliver Treasury Management products, assist in preparing sales documents, and support the Treasury Management Officer in driving sales and ensuring an excellent client experience. This role involves client communication, managing sales proposals, and participating in training and meetings related to Treasury Management.
The Treasury Management Sales Associate Lead is responsible for supporting sales activities related to Treasury Management products, preparing presentations, pricing proposals, and collaborating with Treasury Management Officers to ensure excellent client experiences. This role also supervises other TMSAs and communicates with clients to clarify requests and facilitate service implementations.
The Treasury Management Sales Associate is responsible for supporting sales efforts by preparing pricing and presentation materials for Treasury Management products. They work with a Treasury Management Officer to ensure client needs are met, maintain accurate service and billing post-enrollment, and assist in the overall sales process.
The Treasury Management Sales Associate works with clients to meet their Treasury Management needs, preparing sales materials, proposals, and presentations. They support Treasury Management Officers through the sales process, ensuring an exceptional client experience and effective communication with clients regarding services and requests.
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