Top Tech Jobs & Startup Jobs

The Market Leader Sales Executive is responsible for retaining and servicing existing customers, achieving revenue goals through effective client management and providing tailored insurance solutions. Key tasks include meeting retention targets and developing relationships with clients and service teams.

Perform detailed commercial credit analysis and customer due diligence, prepare spreads and analytical memorandums for complex borrower structures, underwrite loans, complete annual reviews and restructurings, support credit officers on client calls, mentor junior analysts, and lead special projects to maintain asset quality and portfolio performance.

Serves as the firm’s retirement plan document subject matter expert, interpreting ERISA, the Internal Revenue Code, and related IRS and DOL guidance. Designs 401(k) and 403(b) plan structures, advises sponsors and advisors, establishes documentation standards, and resolves complex document, system, and operational issues. Leads regulatory amendment and restatement initiatives, provides technical training and escalation support, and improves plan document systems and workflows.

Interview and profile customers to determine investment and insurance needs, recommend products and referrals, monitor client investments, develop business plans, and cultivate branch relationships to drive sales and referrals.

Originate residential mortgage and home equity loans, develop and execute sales plans, build referral networks, advise clients on products, coordinate documentation through closing, and meet sales goals while ensuring regulatory compliance.

Interview and profile customers to determine investment and insurance needs; recommend products and make referrals; monitor client investment performance; develop and execute business plans to meet sales goals; cultivate relationships with branch staff; maintain compliance and required securities and insurance licensing.

Perform bank operations including data collection, verification, account maintenance, reconciliations, and transaction processing. Provide customer support, uphold compliance and internal controls, assist with onboarding/training, and cross-train to cover team duties while mitigating risk and fraud.

The Financial Consultant interviews customers to assess their investment and insurance needs, recommends appropriate products, monitors performance, and collaborates with branch teams focused on sales.

The Private Wealth Advisor interviews clients to assess investment and insurance needs, recommends solutions, monitors performance, and fosters client relationships.

Contact delinquent consumer and residential mortgage customers to collect payments, research and process account transactions, investigate lost or misapplied payments, recommend foreclosure/repossession/legal actions, review collateral and problem accounts with managers, and prepare reports and maintain files.