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The Retail Loan Officer develops and maintains a strong client referral base by selling the company’s loan products and services to meet the needs of its client base such as realtors, builders, home buyers, CPS’s, financial planners and others.
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Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards.
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Develops new small business relationships and services current small business loan and deposit relationships by prospecting new customers, profiling to identify current and future needs and maintaining a professional and attentive relationship with focus primarily on small business deposits and cross selling small business loans and other affiliate products and services.
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Refers the customer to specialists as identified - cross-sells with Branch Manager, owner's personal banking and employee accounts relationship. This position is primarily responsible for developing new small business loan and deposit relationships, servicing existing small business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community and working with business partners to solicit new business in conjunction with the Bank’s strategic and financial objectives.
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Oversees branch office functions including phone service standards, clerical services, and collections. Demonstrates ability to manage a single site P&L and model out the financial impact of decisions made at the branch.
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Provides technical support for office automation services; and acts as software compliance officer for the Accounting Branch. Performs advanced level cost accounting and federal fund accounting in the preparation of financial reports for agency management as well as for federal reporting.
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As a Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
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Description of Services: The employee shall provide contract/grant specialist support for 711 Human Performance Wing (711 HPW), Human Effectiveness Directorate, Air and Space Biosciences Division, Product Development Branch, Enroute Care (RHBAM.
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The successful candidate will provide general legal counsel for the Consumer banking business, and in particular the sale of banking and investing products and services primarily from the branch channel.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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Member Service Representative I - Twelve (12) Financial Services Background - Preferred. Member Service Representative II - Eighteen (18) months Financial Services Background - Preferred.
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We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.
$27.69 an hourFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Own - Take ownership of your career as you master your craft and excel in Financial Services. Financial Services Professional - Hybrid Experience. Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.
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Brink's U.S., a division of Brink's, Incorporated, is the premier provider of armored car transportation, currency and coin processing, ATM servicing and other value added services to financial institutions, retailers and other commercial and government entities.
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Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. Book Of Business, Client Relations, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities.
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branch financial services jobs in Catonsville, MD
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