Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe

Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Implements strategy, assesses and monitors performance, motivates and manages a team to meet and exceed service and sales and service goals objectives as outlined by Bank leadership Recruits, trains, coaches, leads, schedules, motivates, and evaluates the

Manage assigned portfolio, keeping current on follow up communication due. Within assigned portfolio, responsible for tracking and noting return premium, unearned commission, and deficiency balances due USP. Use diplomacy and tact when interacting with others within team environment, assisting teammates and sharing knowledge/information. Develop and maintain client relati

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Supervises the operations of teller functions which includes establishing staffing schedules, performing audits, providing input to employee performance evaluations, and monitoring compliance Provides prompt, professional customer service to customers and

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Underwriter II Job Locations US NY New York | US GA Alpharetta | US TX Dallas | US UT Salt Lake City Requisition ID 2024 16730 Category Cyber Underwriting Position Type Regular Full Time Overview The Cyber Underwriter will produce and underwrite new and renewal business within the fast growing Cyber Division. The role will be responsible for assessing the cybersecurity ma

Manage a profitable book of business through solid risk analysis, pricing and servicing. Maintains compliance with state filings and adheres to corporate underwriting and pricing guidelines. Operate within written authority grant and makes referrals to management as required Collaborates closely with territory team. Keep peers and Territory Management informed of all issu

The IC Consultant uses technical, analytical, and communication skills to support senior members of client teams in the execution and production of all client deliverables Produces/oversees the production of performance reports, investment manager searches, custodian searches, asset allocation studies, program reviews, setting of policy guidelines and objectives, and othe

This is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team

Global Facultative Operational and Reporting Support Have a working knowledge of reinsurance contracts / Facultative certificates and resulting reporting requirements to assure ceded premiums and loss calculations are compliant. Review and interpret facultative certificates to setup contract terms for processing in reinsurance systems (ProCede) Coordinate ceded premium mo

The Sr Financial Advisor leads and coordinates work efforts to provide divisional leadership teams with analytical insight, financial discipline and business outputs to actualize our financial strategy. Works collaboratively to build cross functional relationships and drive financial results. Functions as financial strategy leader with assigned business partners to create