Top Tech Jobs & Startup Jobs

Provide customer service and sales support for small business and individual insurance accounts. Respond to customer inquiries via phone, written, and face-to-face communications; research coverage and underwriting guidelines; recommend products to address coverage gaps; process transactions in agency and carrier systems; participate in department meetings and support continuous improvement. Occasional regional travel required.

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.

Evaluate, monitor, and document banking compliance activities by reviewing data, transactions, records and processes. Execute testing, research laws/regulations, develop summaries and recommendations, and provide operational support under general supervision while meeting timeliness and accuracy standards.

Support finance team across billing, accounts payable, accounts receivable, and general accounting. Assist with fee inquiries, monthly/quarterly billing, journal entries, vendor invoice coding, reconciliations, bank statement review, closing books, account setups, and collections. Perform other assigned duties.

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.

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

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 Credit Analyst II conducts customer due diligence and financial analyses, prepares documentation, and interacts with credit officers regarding borrower evaluations.

The Business Development Manager will drive agency revenue through new customer acquisition and cross-selling insurance products, while establishing relationships with banking partners and clients.

Lead the development and strategy for deposit products. Manage pricing, analyze market trends, and oversee revenue strategies. Mentor staff and collaborate with stakeholders to drive initiatives.