TD Bank jobs in Atlanta, GA - 98 jobs

Business Mgmt Analyst II (US)
TD Bank 4.5
TD Bank job in Atlanta, GA
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Business Management Analyst II provides business management related research, evaluation, operational, reporting and / or analytical support for assigned area / specialization and/or functional unit(s). **Depth & Scope:** + Provides specialized analysis, nonstandard reporting, and operational support + Provides guidance/assistance to other team members and internal partners on a broad range of processes + Carries out work with some complexity, generally requiring short to medium-term focus (weekly-monthly) + Independently delivers assigned initiatives with direction from management **Education & Experience:** + Undergraduate degree + 2+years relevant experience **Customer Accountabilities:** + Provides business management related research, evaluation, operational, reporting and / or analytical support in a timely manner + Develops and/or prepare applicable business metrics / standard / ad hoc reporting in collaboration with partners and stakeholders for own business management area to help inform or support decisions as appropriate + Conducts regular, ongoing analysis, evaluation / assessment and review of business performance/ processes/initiatives within assigned business management area + Supports the development of presentations/communications and dissemination of information + Coordinates relevant processes/meetings/events that impact a broad area + Understands department objectives and contribute by recommending appropriate action to management based on analysis and review of results within assigned scope **Shareholder Accountabilities:** + Contributes to various operational activities (e.g. report production, system queries, process mapping, tracking, analysis and procedural support, premises, onboarding) as assigned + Remains informed of emerging issues, industry trends and/or relevant changes + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area **Employee/Team Accountabilities:** + Continuously enhances knowledge/expertise in own area and keep current emerging trends/developments and grow knowledge of the business, analytical tools and techniques + Prioritizes and manage own workload in order to deliver quality results and meet assigned timelines + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommend opportunities to enhance productivity, effectiveness and operational efficiency + Establishes effective relationships across multiple business and technology partners, program and project managers + Participates in knowledge transfer within the team and business units **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$25.8-38.5 hourly 3d ago

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Relationship Manager
Firstbank 4.6
Atlanta, GA job
The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and Commercial Real Estate (CRE) loan and deposit portfolios, fosters a balance between loan production and credit quality, and minimizes risk through adherence of established bank policies. Retains, strengthens and develops relationships using situational awareness and the ability to identify client and industry strengths and weaknesses, assesses risk, and matches FirstBank's product offerings with client needs when providing creative solutions. Essential Duties & Responsibilities: Manage an active portfolio of consumer, C&I (generally less than $3-5MM), and CRE (generally less than $3-5MM) loan relationships by meeting and exceeding sales goals in deposits, loans, revenue growth, profitability and client acquisition. Demonstrate credit underwriting and loan documentation skills, complete proper underwriting of loans, and approve within loan authority or in conjunction with Credit Officer. Review and monitor asset quality; monitor past due loan information, collateral exceptions, covenant compliance, risk rating and borrowing bases. Actively work to develop new business by identifying prospective clients and referral sources for all bank products and services through prospecting and Centers of Influence. Provide consultative guidance to Relationship Managers, Financial Center Managers and Market Presidents on C&I relationships. Demonstrate product knowledge of deposits, loans, Treasury Management services, Capital Markets and an understanding of economics. Monitor new developments in lending, compliance, loan policies and regulations. Read, understand and analyze client financial statements in correlation to business operations. Manage the full loan process, which includes but is not limited to administrative duties, preparing approval and closing documents, reviewing and monitoring past due loan information, clearing exceptions, resolving loan processing and payment errors, etc. Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education High school diploma or the equivalent required. Bachelor's degree preferred Experience Minimum of five years of specific banking or business development experience; in-market experience preferred Certifications and Licenses National Mortgage Licensing System (NMLS) Certification within first year of employment FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$62k-92k yearly est. Auto-Apply 34d ago
Customer Service Representative I - Full-Time - Jackson, Georgia
United Bank 4.2
Jackson, GA job
United Bank Who We Are: United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 120-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia. View Our Annual Magazine - OUR STORY . What We Offer: * Career opportunities and growth. * Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks. * Flexibility * Unique Culture Job Summary: Responsible for offering customer centered financial products and services to consumers and small businesses. Customer Service Representatives are the financial liaison in building, deepening, and retaining long-term relationships while providing world class, Signature Service. General Description/Duties: Duties include but are not limited to the following: * Uses a consultative approach to understand customers' financial needs and educates them on how to get the greatest value from our products and services. * Provides tailored solutions (establishes and expands relationships) by opening and maintaining a variety of deposit accounts and financial services. * Resolves product or service problems by clarifying and determining the cause of the problem, selecting, and expediting the best solution, and following up to ensure resolution. * Recognizes and refers cross-sell opportunities. * Ensures compliance with and keeps abreast of internal controls, operational procedures, and related documentation. * Builds and maintains productive relationships with co-workers and partners throughout the organization. * Captures and tracks key customer interactions for delivering effective sales and service. * Actively engages in and completes all learning requirements associated with position. * Complies with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act. Requirements: * High school diploma or equivalent. * Minimum of one year service and sales experience preferred. * Proficient computer skills and active engagement in new technology. * Excellent interpersonal communication and presentation skills (written and verbal). * Strong analytical and problem-solving skills. * Ability to derive innovative solutions.
$28k-32k yearly est. 20d ago
Sales Associate
United Bank, Inc. 4.2
Mableton, GA job
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Atlanta Job Segment: Outside Sales, Information Security, Compliance, Bank, Banking, Sales, Technology, Legal, Finance
$24k-31k yearly est. 32d ago
Portfolio Manager
Firstbank 4.6
Atlanta, GA job
The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. Monitor past due information and future maturities, alerting the RMs as needed. Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. Demonstrate an understanding of financial spreads, modeling and monitoring. Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. May assist in the preparation of pitch books for prospective clients. May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. Attend meetings and represent the PM and/or RM teams as needed. Function as part of the RM team as a capable secondary point of contact for commercial clients. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. Ensure source documentation and credit analysis are accurate and timely supported. Possess a sound knowledge of credit policy and its application to credit requests Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education and/or Experience: Bachelor's degree in finance or similar field preferred Experience in banking specifically loan operations, lending or credit Skills and Abilities: Strong verbal and written communications; one-on-one and in team environments Ability to allocate time effectively and independently to prioritize timelines Strong personal organizational and time management skills Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$83k-113k yearly est. Auto-Apply 13d ago
Security Engineer II
Trustmark 4.6
Atlanta, GA job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information. You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs. **Responsibilities:** + Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data. + Conduct vulnerability assessments and penetration testing to identify and mitigate risks. + Develop and implement security policies, standards, and procedures. + Monitor security systems and respond to incidents promptly and effectively. + Stay up-to-date with the latest cybersecurity threats and trends. + Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business. + Provide technical guidance and support to internal stakeholders. **Qualifications:** + Bachelor's degree in Computer Science, Information Technology, or a related field or + 3-5 Years of network engineering or cyber engineering experience + Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001). + Proficiency in network security, systems security, application security, and data security. + Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM). + Excellent problem-solving and analytical skills. + Strong communication and interpersonal skills. + Ability to work independently and as part of a team. **Preferred Qualifications:** + Certifications such as CISSP, CISA, or CEH. + Experience with cloud security (e.g., AWS, Azure, GCP). + Knowledge of scripting and programming languages (e.g., Python, PowerShell). Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$83k-106k yearly est. 60d+ ago
Executive Sales Consultant
Trustmark 4.6
Atlanta, GA job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. **Key Accountabilities** + Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry. + Utilizes knowledge of industry/clients to recommend updates to product offerings. + Sales completed with little to no supervision. + Maintains an established network of contacts. + Demonstrates strong ability to identify and cultivate sales from new and/or existing clients. + Completes complex sales. + Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer. + Typically has established base of accounts and stable revenue responsibility. **Minimum Requirements** + Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must be able to model consultative sales skills to less experienced staff. + Capable of presenting to executive audience; appropriately assertive. + Knowledgeable in self-funded benefit plan designs for small - mid size businesses. + Demonstrated history of sales success Brand: Trustmark We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$98k-125k yearly est. 60d+ ago
Case Underwriter II
Trustmark 4.6
Atlanta, GA job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Case Underwriter to join the organization. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium. + Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk. + Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases. + Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions. + Understands non-standard broker arrangements and enrollment company strengths and weaknesses. + Identifies elements of a successful enrollment and makes recommendations that will create value. + Works with reinsurer on cases that require facultative review. **Minimum Requirements** + Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$61.4k-88.7k yearly 60d+ ago
Part-Time - Interactive Teller I - Weekends - Zebulon, Ga
United Bank 4.2
Zebulon, GA job
Who We Are: United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 117-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia. View Our Annual Magazine - OUR STORY . What We Offer: Career opportunities and growth. Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks. Flexibility Unique Culture Interactive Teller Job Summary: Handles all phases of teller transactions associated with checking, savings and various type payments (loan, credit card, utility, etc.) initiated from the Interactive Teller Machines. Follows teller operating policies, assesses risk of presented transactions, and takes steps to minimize loss in ITM transactions. Provides quality customer service: while promoting the bank's services. Serves as an ambassador for alternative delivery channels. Shift hours are weekends - Saturdays and Sundays General Description/Duties: Handles all phases of teller transactions including but not limited to checking, savings, loans and credit cards. Accepts cash and checks for deposit, cashes checks and savings withdrawals within designated limit, and escalates to others when applicable. Verifies endorsements as required by teller operational policies. Reports suspicious activity through proper channels. Follows policies and procedures set forth by the bank. Demonstrates solid understanding of fraud and other risks associated with ITM transactions. Provides high level of quality customer service according to Signature Service guidelines. Complies with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act. Performs other duties requested by a supervisor relating to the bank and its functions. Requirements: Display a professional demeanor with a personality that connects with customers. Possess interpersonal communication skills particularly effective in a video channel. Knowledge of bank operations, bank products and services. Possess ability to ensure compliance with established bank policies and procedures. Possess high analytical skills to solve a wide variety of practical and customer service problems in an unsupervised setting. Possess ability to perform within a complex, multi-functional technical environment; demonstrate the ability to process and complete teller transactions in a non-traditional teller environment while offering Signature Service that promotes ongoing ITM usage. Ability to assess risk, exercise discretion and handle sensitive and confidential issues.
$30k-33k yearly est. Auto-Apply 60d+ ago
Commercial Real Estate Relationship Manager I/II
Trustmark 4.6
Atlanta, GA job
The purpose of this job is to use commercial lending skills to provide practical application in the areas of portfolio management, preparation of loan packages, property inspections, relationship development and other duties as needed in such a way as to contribute to the overall achievement of departmental goals. Responsibilities Determination of data required for loan packages Portfolio management decisions within credit authority Loan pricing decisions within authority Determine which customers are potential candidates for expanded services and identify qualified prospects Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals Provide high level of customer service to existing clients in order to build relationships, to expand development of business and to identify and create cross sell opportunities for other product lines Maintains professional community relations to increase the bank's visibility and new business opportunities, and to further personal development. Level II additional responsibilities: Portfolio management and pricing decisions within credit authority Recommendations for credit approval to Senior Loan Committee Cross-selling referrals Business development strategies, including prospect list development Recommend promotional sponsorships to senior management Maximizes the department's profitability through the maintenance of a high-quality loan portfolio. Has credit authority on large and complex accounts. Actively participates in business development activities for the purpose of attracting additional profitable business for the bank. Provides guidance to less experienced relationship managers. Maintains professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further personal development. Cross-sell additional products and services to existing customer base and asks for referrals Qualifications Bachelor's degree in business, finance, accounting, related field, or equivalent experience Minimum of three years proven and progressive commercial lending/credit experience or equivalent Experience with real estate or commercial lending risk analysis Developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Practical working knowledge of sales principles Detailed knowledge of credit analysis practice and procedure Familiarity with products and services offered by financial services institutions Effective oral and written communication skills Excellent interpersonal skills Developed decision making and persuasion skills Proven ability to build relationships Time management/organization skills Computer skills to include word processing and spreadsheet application Customer contact and sales and service skills Level II additional qualifications: Bachelor's degree in business, finance, accounting, related field, or equivalent experience Minimum 5 years of progressively increasing commercial lending experience Knowledge of pricing models as it relates to profitability of lending unit Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Knowledge of sales principles Detailed knowledge of credit analysis practice and procedure In-depth knowledge of products and services offered by financial services institutions Strong analysis, judgment, and communication (oral and written) skills Should possess excellent negotiation and problem-solving skills Ability to present loan commitments to executive management of customers should be attained prior to this level Must possess a high level of analytical skills Must possess effective interpersonal skills Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and the borrower Motivation and initiative are essential Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
$63k-91k yearly est. Auto-Apply 46d ago
Community Mortgage Loan Officer
United Bank, Inc. 4.2
Kennesaw, GA job
The Mortgage Loan Originator ("MLO") originates residential mortgage loans in the secondary market, thereby providing a broader array of mortgage loans products to our customers and enhancing the bank's fee-based income. The MLO is to develop referral relationships with realtors, builders, bankers, and other strategic partners for the purpose of generating residential mortgages through ongoing sales efforts, including Bank's Affordable Housing Loan Program. RESPONSIBILITIES: * Meet with customer or prospective customer to identify client needs and to sell mortgage loan programs. * Interview applicants and requests specified information for loan applications such as credit history, income, assets, investments, debt, and other necessary documentation such as information about the property. * Analyze information provided by the customer and identifies customer needs and recommends the appropriate Bank product offerings and options. * Advise customers on the risks and benefits of an assortment of mortgage loan options to achieve the mortgage loan that is most appropriate based on their individual financial situation while helping them achieve their financial goals. * Communicate with or interviews applicants or creditors to resolve questions regarding application information. * Remain primary contact with borrower during application to closing process to obtain documentation necessary to facilitate the mortgage loan process. * Analyze potential loan markets to develop prospects for loans. * Develop new business from multiple sources while retaining existing business. * Develop and maintain working relationships with realtors, builders and other strategic referral partners. * Responsible for knowing underwriting guidelines and scenarios for conventions, FHA/VA, and subprime mortgages and staying up-to-date on market conditions. * Cross sell other Bank products to clients as the opportunity arises. * Maintains thorough knowledge of pricing and underwriting requirements. Must be able to disclose and discuss parameters of various programs including pricing, interest rates, and fees associated with each loan program. * Submits complete loan packages for processing and final underwriting approval. * Maintains the ability to pre-qualify clients at initial meeting. * Works to coordinate efforts to increase loan production. * Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree or three (3) years of direct related experience or equivalent combination of education and experience required. * Proficiency in Microsoft Office Products * Must have working knowledge of underwriting guidelines and other related regulations * Strong sales environment demeanor * Account Management and customer service focused * Strong attention to detail and ability to multi-task * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to identify potential banking opportunities and comfortable work with prospective clients * Demonstrated strong public speaking ability * Knowledgeable in automated underwriting engines and capable of reviewing findings with a clear understanding of terms of approval * Ability to obtain strong product knowledge * Ability to travel frequently off-site of work location for client meetings or business development functions and opportunities as needed. * Ability to work flexible hours to meet the client and business development requirements * Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe * Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required KEY COMPETENCIES: * Ethical * Interpersonal skills * Professional relationship building and client management skills * Sales driven Essential Functions: * Sitting or standing for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Atlanta Job Segment: Mortgage, Loan Officer, Bank, Banking, Compliance, Finance, Legal
$29k-45k yearly est. 60d+ ago
CRA Loan Specialist
Fifth Third Bank, N.A 4.6
Atlanta, GA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Atlanta, Georgia 30326 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$74k-87k yearly est. 60d+ ago
Implementation Manager
Trustmark 4.6
Atlanta, GA job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is seeking a dedicated **Implementation Manager** to join our team. Orchestrates and oversees the entire implementation process for new cases and re-enrollments. Key Accountabilities + Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion. + Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings. + Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners. + Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities. Minimum Requirements + Minimum of three year's insurance industry knowledge and/or experience in operations or account management. + Four year degree or equivalent. + Ability to travel up to 40% within assigned territory. + Strong project management skills. + Presenting and training experience. + Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs. + Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 34d ago
Financial Advisor/Financial Services Sale Professional
New York Life Insurance Company 4.5
Dunwoody, GA job
New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Are you a leader? We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the Atlanta area. PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job? Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner. We are looking for motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve peace of mind. Customize their career path to match their personal goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their achievements. Define their career path as an agent and have the opportunity for management. Here's what you'll do as a Financial Advisor: Build relationships with clients beyond a transactional basis. Develop your professional skills and knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our wide array of products and services. Provide ongoing customer service and support to existing clients. Training: NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry Benefits: Health/Dental/Life/Disability Insurance 401(k) plan and Pension Plan Reimbursement for courses taken on industry designations Career Advancement: After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application New York Life Recognitions: Ranks #88 on the Fortune 500 list for 2014 New York Life ranked 82 out of 150 companies on Forbes America's Most Reputable Companies list for 2014. New York Life was named to Training magazine's “Training Top 125” ranking for 2014, a ranking of a company's excellence in employer sponsored training and development programs. New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine. New York Life was named to Professional Women's Magazine's “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," An Equal Opportunity Employer M/F/D/V Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Qualifications Organized, detail-oriented and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team based environment. Previous sales experience preferred. Previous Insurance industry experience not required Highly self-motivated and self-disciplined. Relationship building and networking abilities Life & Health Insurance Licensed not required (company will pay for sponsorship) FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment) Personal Transportation will be required for this position. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep
$37k-56k yearly est. 2d ago
Financial Professional
New York Life Insurance Company 4.5
Atlanta, GA job
New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies. Job Description Mastering the Art of Financial Conversation to change lives of individuals and businesses Qualifications Enthusiasm Empathy Entrepreneurial Spirit Additional Information You will be part of a hyper growth organization that has clear plan for your future in terms, tools, training and career path with significant Marketing support in physical and social media.
$57k-93k yearly est. 2d ago
Collections Specialist - Full-Time - Zebulon, Ga
United Bank 4.2
Zebulon, GA job
United Bank Who We Are: United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 120-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia. View Our Annual Magazine - OUR STORY . What We Offer: Career opportunities and growth . Competitive benefit package . Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks. Flexibility Unique Culture Collections Specialist Job Summary: This individual participates in all aspects of the collection and recovery function. The primary responsibility is to assess the collectability of delinquent loans and focus the necessary resources to facilitate repayment with a minimum of loss to the bank. Also serves as a resource to lenders in all matters related to collection of accounts and disposition of assets. General Description/Duties: Contacts delinquent customers in person, by phone, or by mail and asses the customer's willingness and ability to pay. Meets in-person with clients to release and sell vehicles. Refers workout situations to the lender of record. Performs removal and inventory of items from repossessed property. Issues repossession orders, files foreclosures and garnishments when appropriate. Participates in the estimation of value of foreclosed and repossessed property for listing in “other assets.” Participates in and prepares documentation for the disposition of foreclosed and repossessed property. Prepares Fresh Start contracts and sends them to customers for signatures. Prepares past due letters and mails them to customers. Communicates with collection-related service providers such as repossession specialists, attorneys, real estate agents, and others. Documents the work collection file with updates of collection activity. Follows-up on existing and previously closed loan relationships for potential collection opportunities. Provides reports to management regarding the amount, value, and condition of repossessed and foreclosed assets. Position will be required to comply with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act. Performs other duties as assigned. Requirements: High school diploma or equivalent. Excellent interpersonal and customer service skills. Excellent verbal and written communication skills. Ability to handle stressful situations. Ability to communicate with management, loan personnel, attorneys, real estate agents, and law enforcement personnel. Ability to work with a team and independently. Must be able to travel to Bank locations and work outside. Must have a valid driver's license. Ability to lift 15lbs. Proficient with Microsoft Office Suite or related software.
$32k-36k yearly est. Auto-Apply 5d ago
Regional Sales Director LA
Trustmark 4.6
Atlanta, GA job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** We are looking for a Regional Sales Director for the LA area. Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. **Key Accountabilities** + Achieve annual new business sales, net growth & reenrollment objectives as assigned: + Demonstrate the value proposition to distribution partners. + Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts. + Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing. + Prospecting: + Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors. + Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace. + Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business. + Reporting & Analytics + Monitor and report on competition to evaluate Trustmark's position in the marketplace. + Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting. + Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool. + Other duties as needed/assigned. **Minimum Requirements** + 5 years of Voluntary product sales or equivalent work experience + Consultative sales experience required. + Experience generating and analyzing reports to enhance sales or customer experience. + Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions. + Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight. + Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner. + Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit. + Capable of operating the complete MS Office Suite The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $92,359.68 - $133,409.90 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$92.4k-133.4k yearly 13d ago
ABL Portfolio Management Director
Fifth Third Bank 4.6
Atlanta, GA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers. The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management. * Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention. * Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts. * Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts. * Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers. * Develops and executes appropriate strategies for problem clients without supervision * Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources. * Capture and document credit decisions, conditions, and modifications. * Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports. * Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD. * Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files. * A focus on continuous learning to keep up with ever-changing market dynamics. * Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge. * Mentor to more junior team members including Credit Analysts, Associates and Principals * Performs additional job related duties as assigned. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * 8 years credit analysis and/or loan review experience in Commercial Banking. * Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience. * Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. * Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Advanced analytical skills, critical thinking and verbal and written communication skills. * Professional presence (client-facing). * Experience managing an advanced commercial client portfolio with a degree of complexity. * Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. * Expertise in financial and risk analysis, including financial modeling. * Demonstrated expertise in using effective problem solving. * To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of a CRT screen. * Some travel required. All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation. ABL Portfolio Management Director Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Rosemont, Illinois 60018 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$89k-113k yearly est. Auto-Apply 9d ago
Branch Manager III
United Bank, Inc. 4.2
Lawrenceville, GA job
This Branch Manager opportunity will be responsible for managing the functions of a full-service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures * Ensures that dual control is in place for all vaults/safes containing cash/negotiables * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned * May be responsible for managing more than one Branch * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience; * Minimum of five (5) years experience a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills; * Strong planning and organizational skills; * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Atlanta Job Segment: Branch Manager, Bank, Banking, Outside Sales, Marketing Manager, Management, Finance, Sales, Marketing
$44k-58k yearly est. 4d ago
Commercial Services Officer
United Bank, Inc. 4.2
Lawrenceville, GA job
The Commercial Services Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing business with existing customers and prospects directly via external sales and marketing efforts in order to achieve annual sales and scorecard objectives. RESPONSIBILITIES: * Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts * Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services * Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation * Work closely with commercial and branch staff building awareness of United Bank Treasury and Purchasing Card capabilities * Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed * Interface with all lines of business, in order to grow both non-interest income and core deposits from both existing and prospective commercial customers. * Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals. * Analyze businesses' cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals. * Overall support Treasury Management Department's mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals * Maintain a high level of product knowledge and procedural expertise of Treasury Management's product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests; * Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network * Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate. * Respond to banking services Requests for Proposal (RFPs) Qualifications SKILLS/QUALIFICATIONS: * High School diploma required; Bachelor's degree highly desired * Minimum of six (6) years of working banking experience required, preferably in a related Treasury Management or Retail * Customer contact skills are essential * Prior experience in a business development role is a plus * Proficiency in Microsoft Office Products required * Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services * Strong verbal and written communication skills * Excellent presentation and problem solving * Demonstrated excellent listening skills * Ability to work independently and in a team environment * Ability to travel up to 50% within assigned region/state. KEY COMPETENCIES: * Business Development * Relationship Management * Must be a self-starter * Problem solving skills Essential Functions: * Sitting and standing for extended period of times as required to * Ability to efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Atlanta Job Segment: Pre-Sales, RFP, Bank, Banking, Retail Sales, Sales, Finance, Retail
$29k-43k yearly est. 27d ago

TD Bank jobs in Atlanta, GA - 98 jobs

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Relationship Manager

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Community Mortgage Loan Officer

CRA Loan Specialist

Implementation Manager

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Collections Specialist - Full-Time - Zebulon, Ga

Regional Sales Director LA

ABL Portfolio Management Director

Branch Manager III

Commercial Services Officer

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