First United Bank
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The Enhanced Due Diligence Analyst ensures the bank meets regulatory EDD requirements by assessing customer risk and producing financial intelligence. Responsibilities include conducting investigations, analyzing transactional data, communicating with various entities, and drafting investigative reports.
The Insurance Senior Account Manager is responsible for managing a portfolio of commercial accounts, ensuring high-quality service, enhancing client relationships, and supporting producers. Duties include client retention, processing endorsements and claims, maintaining policy data, and contributing to successful renewals.
The Treasury Management Sales Associate supports the delivery of client-focused Treasury Management solutions. Responsibilities include preparing presentations, collaborating with Treasury Management Officers, and ensuring accurate service implementation and client communication. Additionally, the role involves assisting in sales processes and managing compliance.
The Principal Architect will lead the design, development, and implementation of complex IT solutions, ensuring they meet client needs while maintaining scalability and security. This role includes mentoring junior staff, collaborating with stakeholders, conducting technical reviews, and staying updated on emerging technologies.
The Treasury Management Sales Associate will work with clients to deliver Treasury Management products, assist in preparing sales documents, and support the Treasury Management Officer in driving sales and ensuring an excellent client experience. This role involves client communication, managing sales proposals, and participating in training and meetings related to Treasury Management.
The Treasury Management Sales Associate is responsible for supporting sales efforts by preparing pricing and presentation materials for Treasury Management products. They work with a Treasury Management Officer to ensure client needs are met, maintain accurate service and billing post-enrollment, and assist in the overall sales process.
The Mortgage Post-Closing Document Indexing Specialist reviews and indexes signed loan closing documents, contacting relevant parties for missing documents, and managing audit requests. This role involves ensuring compliance with company policies and providing support to team members as needed.
The role of the Commercial Lines Senior Account Manager involves servicing a portfolio of commercial insurance clients, managing renewals, handling billing and claims, and ensuring high levels of customer satisfaction. This position entails maintaining client relationships, processing policies, and supporting producers' workflows.
The Spend Life Wisely Ambassador at First United is responsible for spearheading community-focused initiatives, coordinating events, conducting educational courses, and collaborating with local organizations. They drive business growth, manage lobby elements, and act as a liaison between the community bank, SLW Pillar Directors, and the marketing team, ensuring alignment with the brand's promise.
The Insurance Assistant Account Manager assists in servicing customers by processing endorsements, invoices, confirmations, and supporting new business processes. They maintain client files and ensure service quality while providing knowledgeable customer service and support to the department through computer skills and industry knowledge.
The Insurance Personal Lines Account Manager assists customers by servicing a personal lines book of business, handling endorsements, billing/payments, claims, renewal tracking, and underwriting issues. The role also involves generating quotes and providing support for sales agents, ensuring efficient communication and service delivery.