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Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, suppor
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First Citizens Bank
- Columbia, SC / Charleston, SC / Greenville, SC
Underwriting Underwrites commercial credit actions according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or prospects, and performs analysis to recommend borrower risk ratings and appropriate loan structuring. Ensures all involved parties are updated on underwriting progress and outcome. May provide guidance to less experienced und
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Data Analysis Sources, compiles, and interprets data. Performs advanced data analysis, effectively communicating and directing analysis output. Operational Support Provides support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily workflow for overall unit, resolving escalated matters where possible. Impleme
Posted Today
Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, suppor
Posted Today
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the comm
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Project Management Assigns, supervises, and reviews audit projects. Provides feedback, direction, and professional development to assisting auditors. Conducts special projects and assists with external audits as needed. Service & Support Creates reports and other documentation to communicate findings. Designs audit procedures, techniques, and sample approach to validate data testing methods. Commu
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Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering,
Posted Today
Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, suppor
Posted Today
First Citizens Bank
- Winston-Salem, NC / Kernersville, NC / Clemmons, NC / 5 more...
As a Sales & Service Representative at First Citizen Bank, you will be responsible for processing teller transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a br
Posted Today
Service & Support Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Documentation Prepares standard documentation presented to clients. This may include proposals, service agreements, and implementation forms. Data Analysis Sources, comp
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Qualifications Basic Qualifications High school diploma or GED with 2 years mortgage or banking sales. Additional Requirements Must complete federal registration and annual renewal as required by the SAFE Act. Demonstrates strong interpersonal and communication skills. Possess excellent organizational skills. Demonstrates a strong sense of urgency. Detail oriented. Self directed work ethic. Other
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Review Reviews legal documentation to determine the nature of the request and the necessary subsequent action. Identifies client account associated with the request. Sources information by retrieving from multiple Bank resources, credit cards, wires, IP addresses, statements, signature cards and other methods of validation. Business Support Takes appropriate administrative steps to comply with leg
Posted Today
Act as an escalation point for the Service Desk team. Work from Incident/Request queues within HP Service Manager for their day to day function, but may also be assigned small projects/tasks, as needed. Qualifications Basic Qualifications Associate's degree and a minimum of 2 years work experience in a desktop support or service desk role in an enterprise environment Or High school diploma or GED
Posted Today
Processing Performs and monitors daily processing of financial transactions such as invoices, expense reports, and journals. Enters data into financial systems and independently resolves processing issues to aid accounting efforts of the work group. Position requires the ability to apply accounting policy and procedures to daily activities. Operational Support Assists in month end close activities
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Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, suppor
Posted Today
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