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View salary and benefits informationOpens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. Possesses a moderate understanding of general aspects of more...
Responsible for the project coordination, planning, and research required for the identification and introduction of new products and business opportunities. Creates a project structure for stakeholders including timelines, project plans, tasks, team responsibilities, and status reporting. Oversees review of new product concepts and decision making process required for new product introduction and roll out. Typically requires a bachelor's degree of Marketing. Typically reports to top management. Contributes to moderately complex aspects of a project. Work is generally independent and collabora more...
Processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Serves assigned accounts by responding to inquiries and resolving issues of concern. Requires an associate degree or its equivalent. Typically reports to a supervisor or manager. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel more...
Processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Serves assigned accounts by responding to inquiries and resolving issues of concern. May handle more complex situations or issues. Requires a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Gains exposure to some of the complex tasks within the job function. Oc more...
Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Super more...
Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requi more...
The New Business Generation Officer I is accountable for relatively smaller business objectives. Develops banking strategies in order to sell products and services to prospective clients in the business community. Being a New Business Generation Officer I initiates relationships with prospects and works with business banking relationship manager to close the selling process. Sources leads and develops prospects and new clients to sell business banking services and products. In addition, New Business Generation Officer I develops sales strategies, and maintains and expands referral sources. Typ more...
The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to more...
Oversees online banking activities. Develops policies and procedures for electronic banking processes to ensure compliance with established standards and regulations. Directs support operations to resolve customer issues with online tools. Participates in the maintenance and development of the bank's online products and services. Requires a bachelor's degree. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authorit more...
Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained more...
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