Responsible for providing quality transactions and efficiency to customers who prefer personal interaction with the Bank. Also responsible for proactively recognizing additional financial needs of customers and referring them to other Bank staff as applicable. Essential Duties and Responsibilities (Other duties may be assigned.) Ensure accurate and timely processing of ba

Primary Office Location 23 West Center Street. Lexington, North Carolina. 27292. Join our team. Make a difference for us and for your future. Position Title Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending.

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

An STS SALT Financial Services/Asset Management Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Financial Services/Asset Management Senior Manager will be charged

Level Experienced Job Location Mooresville Business Center Mooresville, NC Position Type Full Time Education Level High School   Job Category Banking Description Deliver Exceptional Customer Service including engaging customers about their financial needs and our services. Recommend and open appropriate accounts and related services. Discuss loan needs and process con

We are seeking a Loan Post Closing Coordinator to join our Farm Credit family! This position delivers outstanding service which exceeds customer expectations through facilitating and processing post loan closing activities, completing file documentation, and ensuring procedures are followed to finalize loans with accurate and compliant legal documentation. Responsibilitie

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

At Southern First, we believe banking is about people, and we're making a difference one client and one banker at a time. Rooted in service and family, our core values make up the foundation of our company and the way we do business. Those values include serving others, cherishing our family culture, competing with a passion for winning, celebrating our victories, and enj

Job Description Supervise Client Experience Bankers and provide coaching and mentoring in order to create a World Class service environment for Southern First clients Work closely with other bank departments on outside business development calls and handle any client retail deposit needs Grow the deposit base by expanding existing relationships and winning new clients Off

The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and

The Underwriting Specialist serves as the technical expert in a designated coverage, product or product line, mentoring and training less experienced staff. Selects, reviews, models, analyzes and underwrites the most complex submissions within the context of applying the division's underwriting guidelines and standards. Determines the proper terms and conditions for accep

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we