Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and/or procedures Performs audits, analyzes trends and statistical information, develops reports, and provides recommendations for improving efficiencies and effectiveness to meet department and company business needs Fosters and m

Reviewing title commitments and other related documents associated with residential real estate transactions for compliance and accuracy. Preparing Closing Disclosures and other settlement documents necessary to complete closing transactions. Obtaining and preparing information needed to close a transaction. Working closely and coordinating closing transactions with lende

include, but are not limited to Protecting our customers by properly verifying callers before releasing any information or making changes to an account. Assisting callers with general questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Requesting account maintenance

Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture. Other duties as assigned by Branch Management. Education Eventual procurement of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of Strong sales and customer service skills Strong oral and written commu

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Enterprise Activities The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are s

WHAT YOU'LL DO The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. WHAT YOU'LL BRING Duties Identify customers' and non

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International, Director Withholding, Exchange, and International Individual Compliance (WEIIC), DFO FPP& AEOI and DFO EOS, EOI The following are the duties of this position at t

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview This position services Compeer Financial's internal and external clients by providing accounting services in an assigned area, to include loans and leases, by analyzing requests and creating acco

Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas SBSE Collection Operations, Specialty InsolvencyThe following are the duties of this position at the full working level. Provides prompt, professional, courteous service and assistance to all interna

WHAT YOU'LL DO The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. WHAT YOU'LL BRING Duties Identify customers' and non

Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture. Other duties as assigned by Branch Management. Education Eventual procurement of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of Strong sales and customer service skills Strong oral and written commu

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Identify customers' and non customers' financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller tr

Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Issue debit cards, Gift/Ace cards and explain operation to customers Quick rate CD's F

Identify customers' and non customers' financial and lending needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform bas