First United Bank
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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 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 Treasury Management Sales Associate plays a key role in enhancing client relationships and supporting the sales of Treasury Management products. Responsibilities include preparing sales materials, managing client communications, aiding implementation of services, and ensuring a high-quality client experience. The role involves collaborating with a Treasury Management Officer to achieve sales goals and may require attendance at meetings and training sessions.
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 BSA/AML Analyst II is responsible for analyzing suspicious activities and reporting them in compliance with BSA regulations. This role involves independent analysis, compiling data, serving as a subject matter expert, and updating compliance policies to mitigate risks associated with money laundering and suspicious activities.
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 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 Lead is responsible for supporting sales activities related to Treasury Management products, preparing presentations, pricing proposals, and collaborating with Treasury Management Officers to ensure excellent client experiences. This role also supervises other TMSAs and communicates with clients to clarify requests and facilitate service implementations.
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 Treasury Management Sales Associate works with clients to meet their Treasury Management needs, preparing sales materials, proposals, and presentations. They support Treasury Management Officers through the sales process, ensuring an exceptional client experience and effective communication with clients regarding services and requests.