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Primarily focused on new business development by sourcing, developing, and documenting calls on existing clients, prospective clients, and referral sources. Negotiate and structure new loan terms and manage renewal opportunities. Work closely with Treasury Management to identify and structure depository opportunities. Management of portfolio delinquencies within officer's
Posted 13 days ago
Direct all sales and operations activities for a branch location. Responsible for the execution of sales strategy. Develop customer relationships and ensure satisfaction through operational excellence. Responsible for talent acquisition and development and retention of associates and adherence to company policies and procedures. This position requires operation of a compa
Posted 3 days ago
The Branch Manager directs and manages production, distribution, marketing operations and all employees working in the branch. This position is bonus eligible and a company vehicle is also provided. The employee's primary duty must be the performance of office or non manual work directly related to the management or general business operations of Helena or Helena's custom
Posted 12 days ago
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity We are seeking a full time Relationship Banker to join our team at our Citrus Park branch! In this role, the Relationship Banker will b uild member relationships by identifying and provi
Posted 12 days ago
Business Development Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources Effective grow long term profitable "lead left" relationships Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospectiv
Posted Today
The Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships. Responsibilities include, but are not limited to Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management. Review approval for accura
Posted 2 days ago
DFCU Financial
- St. Petersburg, FL / Tampa, FL
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity We are seeking a Mortgage Loan Officer for the Tampa St. Petersburg, FL area. In this role, the Mortgage Loan Officer is responsible for all requirements in the originating of mortgage a
Posted 12 days ago
Franklin Templeton
- Fort Lauderdale, FL / Stamford, CT / St. Petersburg, FL / 1 more...
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Posted 14 days ago
Customer Experience Function Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can do attitude, and portraying a willingness to help at all times. Have a developed rapport with the customer base and have knowledge of account own
Posted Today
GTE Financial
- Clearwater, FL / Palm Harbor, FL
Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le
Posted 2 days ago
All Climate First Employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. A Commercial Lender is r esponsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross
Posted 6 days ago
Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le
Posted 2 days ago
The Loan Servicing Specialist will be responsible for escrow processing and analysis, and paid loan processing and payment applications for the loan operations department. Responsibilities include but are not limited to Research missing or misapplied loan payments. Process loan payment reversals. Provide payoff letters. Handle customer inquiries or research. Assist Lender'
Posted 6 days ago
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
Posted 2 days ago
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
Posted 2 days ago
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