Level Entry Job Location Conover Business Center Conover, NC Position Type Full Time Education Level High School   Job Shift Day Job Category Banking Description Deliver Exceptional Customer Service via efficient and accurate transaction processing, assist customers with questions, and engage them about their financial needs, as well as our services. Support Peoples B

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Support compliance's review and approval of advisor/broker dealer and international marketing materials and various other electronic communications to ensure compliance with firm and regulatory requirements. Lead and manage projects with minimal supervision related to marketing communications. Experience with working with all levels of the organization to provide the busi

Position is responsible for (1) Responding to customer service requests on a daily basis through phone, email or as assigned by Manager or Team Lead. (2) Performing customer follow up daily to resolve or provide updates on any open customer inquiry (3) Handling internal or external customer inquiries related to general customer servicing of consumer, commercial, and mortg

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Manage tech base and initiative allocations to ensure tech exec spend & recovery is accurate Report on and mitigate monthly variance between forecasts and actuals, keeping variances to a minimum Partner with project managers and resource managers within the tech exec's space to capture resource allocations and forecasts; report on outcomes of financial forecasting activit

Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation fintech company using innovative, mobile first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the fo

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Company Description At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. Backed by funds managed byApollo Global Management,our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster

Build and understand complex financial models. Perform complex financial analysis with minimal oversight. Create high impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. Basic understanding of capital market trends and application to client needs. Ability to support execution of M&A advisory transactions. Work well as part of

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Identifies business development opportunities and makes sales calls to existing clients and prospects. Maintains the quality, profitability and growth of products through appropriate pricing and fees. Services a portfolio of clients, cultivates customer

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

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

Who we are We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for We are looking for an experienced Licensed Loan Officer, who will bring enthusiasm, attention to detail, and a servant heart to our team of top tier mortgage prof

Administration / Compliance Manage larger and more complex personal trust accounts in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs of the principals, income beneficiaries, and remaindermen. Review, analyze and interpret documents for direction; evaluate account infor