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. Duties & Responsibilities Identify customers' and non customers' fin

Support compliance of financial agreement obligations by preparing required deliverables to external financing parties, including monthly operating reports, cash distributions, tax equity flip models, annual production (PAYGO) reports, etc Prepare materials for and participate in calls with external financing parties to discuss project level operational and financial perf

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

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

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. As a Relationship Manager on our Commercial & Industrial team, you will

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

Leadership Directly manage the daily activities of employees within the branch, coordinating and prioritizing requisite duties and daily assignments while appraising employee productivity and performance. Monitor staff attendance, work standards, and adherence to company policies. Compose and deliver performance evaluations. Promote teamwork within the branch to encourage

Support the strong growth ambitions of our Renewables business for the Distributed Clean Energy segment of our business across the US Support on developing quantitative and qualitative analyses of investment opportunities, and effectively communicate results Collect and ensure completeness as well as validity of inputs to investment decisions, especially those inputs that

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that fost

Manage a wholesale building materials location, or multiple locations within a designated region including oversight of administrative, sales, product management (lumber and general line) and operations. Responsible for location's, or region's financial performance including PROTC (pre tax on total capital), PROWC (pre tax on working capital), net income, sales, EBITDA (e

Owns day to day legal operations for commercial legal transactions. Develops, structures, drafts, negotiates and advises on a variety of technology and commercial transactions (inbound and outbound) including customer facing SaaS, Vendor, Channel, NDAs, DPAs BAAs, data, IT services and licensing Provides advice and counsel regarding data privacy matters Understand company

& Key Accountabilities First Bankers Trust Company is offering a fast paced job opportunity for interested candidates! Apply today to secure a fulfilling career along with these additional perks Comprehensive, value added career opportunities Focus on career development, broad exposures, and learning new things daily Opportunities to help others and make a difference in th

The Financial Sales Representative is responsible for a portfolio of Bank customers. This position is responsible for managing the customer's existing relationship as well as determining the needs for additional retail financial products to increase customer profitability. The representative has extensive contact with customers and potential customers requiring listening

Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. W

include but are not limited to Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Interact professionally and timely with clients via email, phone, and in person Apply business, accounting, finance and analytical acumen to various client situations and practice disciplines includin