Description : POSITION POSTING ATTRIBUTES Engaging and dynamic professional who thrives on client engagement in an environment committed to the highest level of client service. A service-oriented professional who is passionate about pr...
inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes... and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty...
Description : POSITION SUMMARY Transitions through departments on a specified curriculum designed by the department to provide an overview of the Wealth Advisory Services development participant role, meets with department managers and s...
. Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA...
Description : POSITION SUMMARY Responsible for assisting the Mortgage Loan Originators with processing mortgage loan applications, including following-up on verification of income and credit documentation, title work, insurance, and othe...
and ongoing administration of the 1stSource’s Client Management System which is powered by Salesforce and articulates...
inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes... and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty...
Description : POSITION SUMMARY Responsible for the day-to-day office administration and customer service. Services existing life & health accounts. Provides support for producers to facilitate the growth of new business and to retain exi...
inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes... and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty...
Bank’s prospective renewable energy projects. Works closely with the Senior. Manager of Solar Finance to analyze renewable...