Fund Analyst Salary at Immobel Llc BETA

SUMMARY: Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receiving and/or disbursing of funds (i.e. check, money order). Work involves constant and direct dealing with members, and requires the ability to accurately record information and communicate effectively. Work might be performed on the teller platform or at the drive thru windows. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Sells/cross sells services based on member's needs in order to meet assigned goals. Processes and qualifies all deposit items, withdrawals and transfers to and from various accounts. Processes loan payments and assesses appropriate service charge/fees. Researches outages in order to maintain required 80% balancing ratio. Completes forms for Western Unions, bank wires, CTR's and SAR's and relays those forms to the appropriate departments. Processes Shared Branching transactions in accordance with Credit Un

This position is for CAROLINA ONE MORTGAGE, one of the Family of Companies of Newrez LLC. Primary Function The primary function of the Loan officer is to sell loan products offered by NewRez. Contact prospective clients to develop and maintain referral sources. Meet with prospective clients at outside locations such as a client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Principal Duties Utilize and develop a network of resources for mortgage loan business development and solicitation for new business. Utilize, manage and market to a database of customer contacts. Maintain a positive sales environment by educating potential borrowers, Real Estate Agents and Homebuilder sales representatives on the Company's products and services; create and deliver presentations when necessary. Complete thorough loan applications by communicating with perspective applicants and obtain specified information relati

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About First Palmetto Bank: Founded in 1904, First Palmetto Bank serves businesses and individuals from our 23 offices located throughout South Carolina. Twice named South Carolina's Best Small Bank by Newsweek, our team takes pride in providing an unparalleled level of customer service and attention. Position Overview: The position of Teller is responsible for performing routine branch and customer services duties; accepts consumer and commercial checking and savings deposits; processes loan payments; cashes checks and processes withdrawals; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. In addition, follows all compliance regulations as applicable. Essential Duties: Receives consumer and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, processes withdrawals and redeem U.S. Savings Bonds; confirms all

Position Summary Responsible for providingquality transactions and efficiency to customers who prefer personalinteraction with the Bank. Alsoresponsible for proactively recognizing additional financial needs of customersand referring them to other Bank staff as applicable. Essential Duties andResponsibilities (Other duties may be assigned.) Ensure accurate and timely processing of basic teller transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within approval limit or obtaining authorization as needed, issuing official checks, taking large commercial deposits, cash advances, etc. Balance daily work in accordance with established Bank policies and procedures. Handle proportionate volume of work based on banking office demands to include Teller Capture. Resolve customer issues and problems in a professional manner or refer to appropriate staff to guarantee customer satisfaction and retention. Support team sales process by identifyin

**Trust Officer II - Custody and Retirement Services (WEALTH SERVICES - RETIREMENT SPECIALIST)** **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of defined benefit and defined contribution plans, ESOPs, other employee benefit trust, agency and Individual Retirement Accounts (IRA's). This position ensures that the administration of the accounts are in accordance with the applicable laws and achieves compliance with Bank policies and procedures as well as regulatory requirements. Interfaces with colleagues, clients, client intermediaries and CNB business partners (Private Banking, CNS, Entertainment, etc) regarding accounts. **What you will do** + Administer defined benefit and defined contributions plans, ESOPS and other employee benefit trusts for account opening, periodic account administrative reviews, plan contributions, distributions, participant loans, cash transfers, wire transfers, asset transfers, asset valuations and the review and certificatio

Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial relationships. Responsibilities: 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

Job Summary Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize financial needs and to deepen relationships. Refers customers to internal and external partners for additional opportunities. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. Job Duties and Responsibilities Engages and consults with consumer and small business customers to identify, understand, and prioritize financial needs. Champions the customer's financial success through positioning product solutions and engaging appropriate partners. Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new b