Deposit Services - CIS (Customer Information System) Specialist
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: To support operational core systems from a member data integrity perspective. Coordinate and assist in troubleshooting operational errors related to member data to include but not limited to Insight and ImageCentre. Perform routine analysis and maintenance to enhance member data accuracy. Partner with business stakeholders to identify member data deficiencies.
Essential Responsibilities:
* Interact directly with members (when necessary) to update bank systems of record.
* Perform routine analysis and maintenance on bank systems of record for member data.
* Partner with IT Business Analysts to identify technical solutions when applicable.
* Become a resource and advocate for data integrity within the organization by identifying educational needs.
* Provide guidance and instruction to operational teams regarding recommended procedural changes needed to improve collection and maintenance of member data.
* Other related duties as assigned.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)
* Other duties as assigned.
Minimum Required Skills & Competencies:
* Analytical, organizational, and logical reasoning skills.
* Ability to work independently, analyze data, and recommend appropriate actions.
* Experience with Microsoft Office applications, including, but not limited to Outlook, Word, Excel, PowerPoint, and Visio.
* Effective communication skills both written and verbal.
* Dependable, elevated level of initiative, inquisitive nature, and positive attitude.
* Enjoy incredibly detailed research, data entry and documentation.
* Ability to manage and prioritize multi-faceted workload effectively and thrive in a deadline driven work environment.
Desired Skills & Competencies:
* Excel experience
* Working knowledge of Banking systems and processes.
* Recent experience working with banking core software platforms and related systems.
* Understanding of regulatory requirements related to bank operations.
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$46k-81k yearly est. 32d ago
Looking for a job?
Let Zippia find it for you.
Event Manager I
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: The Event Manager plays a crucial role in planning, coordinating, and executing TowneBank's corporate and employee events. Reporting to the Senior Event Manager, this position leads the organization and delivery of internal employee engagement activities, ensuring these events foster a positive and inclusive workplace culture. For major corporate programs and signature events, the Event Manager provides essential support, handling assigned logistics and tasks under the direction of the Senior Event Manager. The role requires strong organizational skills, attention to detail, and the ability to collaborate effectively with team members, stakeholders, and vendors. By balancing independent ownership of internal events with a supporting role in larger initiatives, the Event Manager helps create memorable experiences that strengthen relationships among members and employees, while upholding TowneBank's brand and values.
Essential Responsibilities:
Event Coordination & Execution
* Collaborate with the Senior Events Manager and key stakeholders to coordinate and support over 125 annual events, including 15 major programs such as shareholder meetings, awards ceremonies, and foundation fundraisers.
* Take primary responsibility for certain events, managing all aspects from planning and budgeting to execution.
Employee Engagement
* Organize and deliver a variety of employee-focused events, including service award receptions, campus socials, and recognition luncheons, to foster a positive and inclusive workplace culture.
Program Logistics
* Coordinate logistics and catering for LEAD and Academy meetings, graduations, and related activities, ensuring smooth operations and participant satisfaction.
Member Entertainment and Engagement
* Work with key stakeholders to create memorable member experiences and oversee logistics and catering for corporate suite events.
Administrative Coordination
* Manage event invitation processes (mail merges, proofing, printing, mailing), maintain accurate inventory of event supplies and storage areas, and ensure timely procurement in partnership with facility staff.
Team Collaboration and Mentorship
* Work closely with the Marketing Administrative Assistant, Event Coordinator, and LEAD Associates, providing guidance and mentorship as needed.
Project Support
* Support the Senior Event Manager on major events and special projects, demonstrating flexibility and a willingness to take on additional responsibilities as assigned.
Special Projects
* Take ownership of additional events and strategic initiatives as assigned.
* Provide leadership and support for executive presentations and corporate management events.
Core Responsibilities
* Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but not limited to; complete compliance training and adhere to internal procedures and controls; report any know violations of compliance policy, laws, or regulations and report any suspicious member and/or account activity.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Other duties as assigned.
Minimum Required Skills & Competencies:
* 5+ years of professional, full-time experience in event planning/hospitality industry
* Must be willing to work some evenings and occasional weekends. Some travel is required. Overnight travel required.
* Ability to maintain a calm, professional demeanor in a high-paced, high-volume work environment
* Demonstrate strong organizational skills with the ability to prioritize, follow through, and meet deadlines with a strong sense of urgency
* Ability to manage multiple, simultaneous projects and demonstrate flexibility in handling work assignments
* Excellent computer skills, including Microsoft Office programs
Desired Skills & Competencies:
* Bachelor's Degree in Event Management, Hospitality, or Marketing (or equivalent experience).
* Certified Meeting Professional (CMP) designation preferred but not required.
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 25 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
#LI-LP1
$38k-57k yearly est. 34d ago
Benefits Technology Service Project Specialist
Towne Bank 3.9
Towne Bank job in Norfolk, VA
Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Benefits is hiring a Benefits Technology Service Project Specialist to join our team in Norfolk. The Benefits Technology Service Project Specialist assists the Benefits technology team in maintaining the integrity of the Agency Bloc system, other benefits systems, and aids with various projects and deliverables as requested.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
* Ensure the integrity of the data in EDGE/Agency Bloc and EPIC.
* Perform on-going database maintenance related to plans, providers, their varied benefit lines, and respective forms.
* Assist with projects to review and clean-up data in EDGE/Agency Bloc and EPIC.
* Perform review of plan data and test rates as needed in EDGE and/or Agency Bloc.
* Complete the annual renewal of plan imports for BBCS of NC and update rates quarterly.
* Act as a liaison with the various benefit carriers for plans and rates as required.
* Act as a resource to Edge/Agency Bloc users in the creation and maintenance of client compliance, benefit, and online enrollment sites. Assist with testing and production efforts in preparation for releasing new functionality.
* Assist with the development and maintenance of policies/procedures related to the functionality of the Agency Bloc system.
* Continuously improve and develop professional standards, respect the confidentiality of the system information and data, use available resources exclusively for the company's benefit, respect internal regulations and working procedures, and get involved in solving crises that may occur.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Other duties as assigned.
Skills and experience you'll need:
* Strong organizational skills and high attention to detail.
* Able to multitask in a fast-paced environment to follow up and meet deadlines.
* Ability to work well as part of a team.
* Excellent customer service skills.
* Proficient with Microsoft Office (especially Excel)
* Must be detail-oriented and exhibit task work proficiency with minimal supervision.
Bonus points if you have:
* Previous working knowledge of EDGE/Agency Bloc.
* Possess or can obtain a Virginia Life and Health license.
* Knowledge and understanding of employee benefits.
* Exhibit a good aptitude for assessing situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
* Excellent growth and advancement opportunities
* Competitive pay based on experience
* Health, vision, dental, and Employee Assistance Program
* Paid time off to include holidays, PTO, sick leave, and bereavement
* Profit Sharing
* Continuing education opportunities
* 401K & Employer Matching
* Employee discounts
* Identity theft protection
* Tuition Reimbursement
* Paid Training Opportunities
* Paid Parental Leave
* Wellness Plan
* Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#LI-SO1
#insurance
#LI-Hybrid
$49k-98k yearly est. 60d+ ago
Treasury Member Care Specialist II
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a Treasury Member Care Specialist II to provide advanced support for Treasury Management products including ACH Origination, Wire Transfers, Account Analysis, Corporate Online Banking (including Bill Pay), Positive Pay, Remote Deposit Capture (RDC), and other Cash Management products. TowneBank members and internal teams will rely upon the Treasury Member Care Specialist II to assist them with in-depth technical and research-related issues pertaining to their financial transactions. The Treasury Member Care Specialist II role is critical to the continued success of the Treasury Team and TowneBank members.
Essential Responsibilities:
* Assist members with more advanced issues concerning the processing of Bill Pay, ACH Origination & Receiving, initiating Wire Transfers, Positive Pay files, Remote Deposit Capture (RDC), including deposit scanners, and other Treasury/Cash Management services. Advanced issues may include NACHA ACH file troubleshooting, token setup, exception decisioning, and diagnosis and resolution of Remote Deposit Capture errors.
* Provide additional training to members and internal teammates on more technical service issues. May be asked to create and test procedures to guide the team.
* Provide support to members to resolve connectivity issues between Online Banking and External Reconciliation Platforms (ERP) such as QuickBooks and Quicken, including but not limited to offering instruction on report generation and transaction exports.
* Fulfillment of maintenance and support requests received through case/ticketing system, including monitoring of the case/ticket system for new requests. Typical requests include agreement updates to add accounts to Business Online Banking, update Online Administrators, enable certain services, and increase/decrease certain service limits.
* Conduct secondary reviews of certain maintenance updates completed by other Member Care Specialists and Implementation Specialists.
* Provide general support to business members with Treasury/Cash Management Services via inbound calls and case/ticketing system, when needed.
* Assists the Treasury Services Implementation team as needed.
* Stays abreast of system functionality as enhancements/releases are deployed. May monitor issues and suggest necessary changes post deployment, as well as assist in the documentation of updated processes and procedures.
* Escalate issues to Team Leads and/or Managers, when necessary. Work with vendors when system issues arise.
* Performs other duties and departmental functions as assigned.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Minimum Required Skills & Competencies:
* At least 2 years of previous banking experience and with knowledge of Treasury/Cash Management products, services, and software, including but not limited to Online Banking platforms, ACH Origination and Receiving, Wire Origination, Positive Pay (ACH, Check), Bill Payment, Remote Deposit Capture, ERPs such as QuickBooks and Quicken, and Cash Management/Sweeps (Excess, Deficit, Zero Balance, Insured Cash).
* 2-3 years of experience in Call Centers/Customer Service environments, preferably in a financial services industry.
* Excellent verbal and written communication skills; demonstrated ability to communicate with others professionally and tactfully, presenting information clearly and effectively.
* Ability to troubleshoot issues politely, patiently, and thoroughly with members, primarily via phone conversation.
* Intermediate-level proficiency with Microsoft Office Suite.
* Must have technical aptitude to learn, understand, troubleshoot, and navigate through multiple platforms, including but not limited to software installations, driver downloads, Treasury/Cash Management product software, and other bank systems.
* Strong time management, problem-solving skills and organizational skills.
* Accurate and detail-oriented, able to multi-task and prioritize using strong time management skills.
* Demonstrate ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
* Ability to work independently as well as in team environments with good interpersonal skills.
Desired Skills & Competencies:
* 3 or more years of previous banking experience and with knowledge of Treasury/Cash Management products, services, and software noted above with growing levels of responsibility.
* 4 or more years of experience in Call Centers/Customer Service environments, preferably in a financial services industry.
* Experience with FIS Platforms preferable
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$28k-33k yearly est. 22d ago
Account Manager - Life & Health
Towne Bank 3.9
Towne Bank job in Norfolk, VA
Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team. This position can be located in our Norfolk, Virginia office. The Account Manager Life/Health provides professional service to new and existing clients promptly and accurately.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
* Assist Benefits Consultant in managing an employee benefits book of business.
* Support all efforts of account retention and growth of existing book of business.
* Provide proactive, timely, and quality personalized support to clients.
* Serve as the primary point of contact with carriers and clients.
* Process and manage new business, client renewals, and negotiations with carriers.
* Participate in and/or conduct open enrollment and client meetings as the Benefits Consultant directs.
* Create communications for clients regarding renewals, open enrollment, changes, issue resolution, etc.
* Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing insurance business.
* Submit applications, client changes, and new product enrollment forms to the carriers on behalf of clients and follow up to ensure process completion.
* Assist clients with claims, billing, and other daily inquiries.
* Maintain accurate and timely client benefit information in a proprietary database (EPIC) and record all client interactions.
* Assist Benefits Consultants and other team members as needed.
* Answer and route inbound calls.
* Share knowledge of employee benefits, compliance, and the industry with clients and team members.
* Maintain current Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software as necessary.
* Maintain a courteous and professional relationship with clients, carriers, and team members.
* Assist Benefits Consultant in scheduling appointments.
* Keep life and health license current and increase knowledge of employee benefits by attending or participating in continuing education classes.
* Attend in-office meetings as necessary.
* Obey all applicable federal laws and rules, including HIPAA, AML, and BSA
* Other duties as assigned.
Skills and experience you'll need:
A successful candidate will have an active life and health license (or willingness to earn one within six months of hire and prior client service experience, as well as the following:
* Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.
* Excellent written and verbal communication skills.
* Strong interpersonal skills and ability to develop and foster relationships with clients, insurance carriers, and team members.
* Strong multi-tasking and prioritization skills and ability to work in a fast-paced environment while taking accountability for work.
Bonus points if you have:
* 2-3 years of experience in the employee benefits or related industry preferred.
* Experienced in EPIC system.
* Bachelor's degree preferred in business, finance, accounting, or computer science.
* Comfortable with public speaking, presenting to clients, and conducting in-person meetings.
* Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
* Excellent growth and advancement opportunities
* Competitive pay based on experience
* Health, vision, dental, and Employee Assistance Program
* Paid time off to include holidays, PTO, sick leave, and bereavement
* Profit Sharing
* Continuing education opportunities
* 401K & Employer Matching
* Employee discounts
* Identity theft protection
* Tuition Reimbursement
* Paid Training Opportunities
* Paid Parental Leave
* Wellness Plan
* Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#LI-SO1
#insurance
#LI-Hybrid
$60k-91k yearly est. 60d+ ago
Facilities Maintenance Assistant
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: Ensuring that our headquarters campus grounds remain immaculate and very well-manicured. Essential Responsibilities: * Daily buildings, grounds, and parking lot inspections. * Blowing sidewalks and driveways as needed. * Spot Pressure washing on campus.
* Assist with all aspects of landscape maintenance to include hedge trimming, weed spraying, weed removing, replacing plants & flowers.
* Work with our landscaping vendor and irrigation vendor.
* Assist with off campus grounds as needed.
* Handle routine maintenance all bank owned equipment.
* Handle seasonal plantings on campus.
* Other related duties as assigned both on campus.
* Full-time position 40-hour week Monday through Friday typical. This position will on rare occasion require after hours work supporting special events on campus or to make up hours. (Lost due to inclement weather during the week.)
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Other duties as assigned.
Minimum Required Skills or Competencies:
* Very detail oriented.
* Ability to work well with others, but also well when left alone.
* Ability to tolerate working outdoors during periods of extreme heat or cold. (To include supporting responses to snow/ice events.)
* Ability to lift up to 50 pounds.
* Driver's license with a clean current driving record
Desired Skills & Competencies:
* Takes ownership of our campus grounds and accept responsibility for our exquisite curb appeal.
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 50 pounds of force occasionally, use your arms and legs.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$26k-35k yearly est. 6d ago
Summer Intern - Marketing
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Essential Responsibilities: * Assist with execution of various marketing advertising, communication, and digital channel initiatives * Provide tactical assistance with special projects, such as implementation of a digital asset management system * Participate in creative strategy development as appropriate
* Help develop content and messaging for various channel needs
* Assist with research and analysis, which may include working with other departments to gather information and report findings
* Provide pre and post support for events sponsored by the bank
Core Responsibilities:
* Understand and comply with bank policy, laws. regulations and the banks BSA/AML Program, 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 member and/or account activity.
* Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
* Must be at least 18 years of age or older
* Must have completed at least one year of college and currently enrolled in college
* Must be available to work Monday through Friday, May 19, through early-mid August
* Strong interpersonal and communication skills
* Works well with a team environment
* Punctual and dependable
* Detailed oriented and willing to help others
* Organizational and project management skills
* Proficient in Microsoft Office (Word, Excel & PowerPoint)
$27k-38k yearly est. 52d ago
Summer Intern - Processing Services Support
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Responsible for opening mail and separating payments received for various departments. Responsible for assisting with the processing of payments and reports for all lockbox Members/Systems. Bank support for ImageCentre transaction inquiries. Act as Bank liaison between the Bank and IC Data Center for transaction inquiries, adjustments, and Branch assistance. Assist with various Processing Services Projects.
Essential Responsibilities
* Review/approve/print/mail member adjustments
* Scan daily reconciliation departmental documents into ImageCentre FCM
* Open and sort loan payments
* Review and approve Mobile Deposits, and RDC Deposits
* Ability to work with various departments for reconciling/balancing teller/other transactions Knowledge and understanding the operation of ImageCentre transactions flows
* Monitor and approve incoming transactions and files to ensure minimum downtime and all transactions are processed from various channels
* Setup and unlock Member users with Lockbox NetImage system
* Sort, Capture, and distribute Lockbox payments
* Ensure that all reports are printed/balanced/statistics logged for Lockbox Members
* Monitor of emails from Bank employees and Lockbox members. Research issues and make any necessary adjustments, and document/notify the other party
* Ability to work independently
* Other duties as assigned
* Follow all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including Bank Secrecy Act (BSA)
Minimum Required Skills or Competencies:
* Must be at least 18 years of age or older
* Must have completed at least one year of college and currently enrolled in college
* Must be available to work Monday through Friday, May 19, through early, mid-August
* Demonstrated written and oral communication skills with the ability to effectively utilize modern telecommunications tools
* Punctual and dependable
* Proficiency with Microsoft applications (Outlook, Word, Excel, etc.)
* Works well in a team environment
* Ability to successfully balance multiple priorities
* Must have speed and accuracy with 10-key
* Must be able to navigate within files and folders on the computer
* Strong interpersonal and communication skills
* Detail-oriented and willing to help others
* Organizational and project management skills
Desired Skills or Competencies:
* Previous experience in a Bank and/or Item Processing Department
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.
$33k-46k yearly est. 52d ago
Summer Intern - Deposit Services
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Essential Responsibilities: * Review Stop Suspect report * Process mail returns including customer contact for validation * Process all deposit fee refunds * Process deposit correction fees * Work stale dated cashier's checks and prepare letters for members
* Provide phone support to the branches
* Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including Bank Secrecy Act (BSA)
* All other duties assigned by the supervisor
Summer Internship Minimum Required Skills and Competencies:
* Must be at least 18 years of age or older
* Must have completed at least one year of college and currently enrolled in college
* Must be available to work Monday through Friday, May 19th through early-mid August
* Punctual and dependable
* Works well in a team environment
* Microsoft Word, Excel, PowerPoint, Basic Computer Skills
* Detailed oriented and willing to help others
Desired Skills and Competencies:
* Previous banking or finance experience
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.
$28k-37k yearly est. 52d ago
Benefits Consultant
Towne Bank 3.9
Towne Bank job in Norfolk, VA
Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Benefits Consultant to join our Virginia team. This position can be located in Newport News or Norfolk. The Benefits Consultant is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and one's own relationships.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
* Cultivate multiple referral sources and keep a pipeline of leads, and contact leads in a timely manner.
* Generate new sales through needs-based analysis and consultative approach to determine clients' needs to meet group goals.
* Work with an Account Manager and team to obtain carrier quotes, prepare proposals and plan materials, and renew and enroll groups.
* Present proposals to clients and conduct open enrollment meetings with the account management team.
* Maintain up-to-date knowledge of products, regulations, and technology.
* Call on clients regularly to build and maintain ongoing relationships.
* Retain current business.
* Provide exquisite client service.
* Ensure that technology is current with prospect and pipeline information, group information, commission, and production credit.
* Oversee and manage team members.
* Provide opportunities for training and development to new hires and existing employees as necessary.
* Attend office and company meetings as necessary.
Skills and experience you'll need:
A successful candidate will have an active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire, as well as the following:
* Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community.
* Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely.
* Detail-oriented with strong analytical and problem-solving abilities.
* Possess technical expertise plus good analytical and problem-solving skills.
* Professional appearance and attitude.
* Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members.
* Strong decision-making ability.
* Must be dependable, reliable, and punctual.
Bonus points if you have:
* Prior sales experience desired.
* Bachelor's degree in business, finance, accounting, or marketing preferred.
* Two or more years of experience in the employee benefits or related industry preferred.
* Strong community relationships and areas of interest to complement insurance competency.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
* Excellent growth and advancement opportunities
* Competitive pay based on experience
* Health, vision, dental, and Employee Assistance Program
* Paid time off to include holidays, PTO, sick leave, and bereavement
* Profit Sharing
* Continuing education opportunities
* 401K & Employer Matching
* Employee discounts
* Identity theft protection
* Tuition Reimbursement
* Paid Training Opportunities
* Paid Parental Leave
* Wellness Plan
* Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#LI-SO1
#insurance
#LI-Hybrid
$55k-89k yearly est. 13d ago
Senior Network Engineer
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: The Senior Network Engineer is responsible for analyzing, designing, installing, configuring, maintaining and repairing the network infrastructure and application components. Perform a wide variety of evaluation, maintenance, installation and training tasks to ensure the computer network performance meets company and user satisfaction. Provide direction, information, and recommendations regarding network configurations and installations. Create and manage technical documentation to ensure efficient planning and execution.
Essential Responsibilities:
* Optimize and Support Cisco SD-WAN (formerly Viptela) network. This includes a heavy emphasis on policy optimization and design.
* Deployment, Optimization, and Support of Cisco Firepower Threat Defense devices. A functional knowledge of Cisco Advanced Security Appliances would also be required as there is an ongoing migration.
* Maintain and help to develop Network Automation using the Ansible and DNA Center orchestration platforms.
* Manage and tune the Cisco Identity Services Engine suite that is used for organization authentication and identity verification.
* Maintain a thorough understanding of the Internet and its workings (DNS, Security, IP Routing, HTTP, VPN, Email Routing, SPAM, etc.)
* Maintain, configure and setup network and voice security through standard, best-practice configuration
* Modifies and maintains network design and architecture to ensure compliance
* May take on role of project leader for projects as needed
* Utilize deep understanding of network configuration to identify and respond to security audits
* Assist network and voice engineers with resolving more difficult network challenges
* Utilize network management applications to review overall network health and diagnose specific areas of concern
* Support Telecommunications and QoS through the deployment of best practice design
* Collaborates with other teams on designs and plans
* Design, setup and configure complex routing and switching environments
* Design, setup and configure complex wireless networking that supports open or secured access and the ability to support voice and video applications
* Maintain a thorough understanding of LAN and WAN technologies
* Maintain multi-site network, voice, and associated security operations
* Troubleshoot malfunctions of network, voice, or security hardware and software applications, to resolve operational issues and restore services
* Track project work and tasks using the currently-accepted workflow system
* Participate in engineering on-call schedule
* Perform other duties as assigned by manager
* Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
Minimum Required Skills & Competencies:
* Minimum 5-7 years IT experience in a variety of technologies including: devices, network, servers, and storage
* Current CCNA or CCNP Certification (with Enterprise Routing and Switching Competencies)
* Understanding of VoIP networking and related QoS settings
* Understanding of advanced networking concepts (IP Addressing, routing, switching, OSI, DHCP, DNS, SMTP, protocol analysis, etc.)
* Ability to work under pressure and time constraints
* Strong coordination, organization, teaming and communication abilities
* Team player who can also work independently
* Ability to interact effectively and professionally with all employees, staff and service providers and have a team player attitude
* Must be flexible with work hours as business needs arise
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 40 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$84k-107k yearly est. 60d+ ago
Vendor Risk Management Analyst
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: The Vendor Risk Analyst is responsible for the identification, assessment, monitoring, and reporting of risks associated with outsourcing products and services to third-party vendors. The Vendor Risk Analyst partners with the VRM Manager and lines of business to execute key department activities including vendor risk classification, due diligence, contract structuring, onboarding, and periodic oversight and monitoring activities while collaborating with vendor relationship owners and third-party vendors to support departmental goals and objectives.
Essential Responsibilities:
* Coordinates vendor risk lifecycle activities with internal vendor owners, specialist area partners (Information Security, Compliance, Business Continuity, and Legal), and external third parties to obtain documentation and facilitate timely task completion.
* Performs risk assessment and due diligence review activities (financial analysis, reputational monitoring, and operational control environment reviews), with minimal input from VRM Manager, exercising the appropriate amount of critical thinking and risk analysis rigor for an assigned portfolio of vendor relationships.
* Develops and delivers completed review reports, with minimal input from VRM Manager.
* Performs administrative and regulatory review of contracts and other legal documents, with minimal management supervision.
* Maintains vendor inventory, vendor files, program software, due diligence artifacts, and related documentation.
* Identifies vendor risk events, changes, and issues and report on findings, with modest input from VRM Manager.
* Collaborates with VRM Manager to analyze vendor performance, identifiable risk, exceptions, and risk mitigation plans.
* Maintains VRM Policy, Standards, Procedures, and other risk-focused program documentation with modest input from VRM Manager.
* Applies a strong knowledge of regulatory requirements and industry best practices.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Other duties as assigned
Minimum Required Skills & Competencies:
* Bachelor's degree in Business, Finance, Accounting, Communications, Information Technology or related discipline
* 4 years of experience within enterprise risk programs and processes.
* 4 years risk management, audit, information technology/security, or compliance experience.
* 4 years of financial services or banking experience.
* 4 years of project management experience.
* Basic understanding of risk management principles, banking operations, products/services, systems, and associated risks/controls
* Working knowledge of vendor risk lifecycle activities
* Knowledge of regulatory guidance, including Interagency Guidance on Third Party Relationships: Risk Management or FIL-29-2023.
* Able to build strong relationships with business partners.
* Strong oral and written communication skills.
* Able to work well in a time-sensitive environment and handle a variety of tasks simultaneously.
* Able to work independently and in a team-oriented, collaborative environment.
* Intellectually curious; strong analytical skills, working with data and drawing conclusions.
Desired Skills & Competencies:
* Graduate degree in Business, Finance, Accounting, Communications, Information Technology or related discipline
* Experience in risk or vendor-related role (i.e., vendor risk, strategic sourcing, or procurement).
* Holds an industry-recognized third-party risk management or vendor management certification.
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
#LI-LP1
$63k-91k yearly est. 60d+ ago
IT Manager - Towne Vacations
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Essential Responsibilities: Team Leadership & Management * Supervise and mentor a small IT team, ensuring high performance and professional * Assign tasks, set priorities, and monitor progress to meet service-level Microsoft 365 Administration * Manage and optimize Microsoft 365 services (Exchange Online, SharePoint, Teams, OneDrive).
* Oversee user account provisioning, license management, and security
* Implement best practices for collaboration and productivity
Remote Support & Endpoint Management
* Provide remote technical support for hardware, software, and network
* Manage endpoint devices (laptops, desktops, mobile) including deployment, patching, and
* Utilize RMM tools and ITSM platforms for monitoring and
General IT Operations
* Maintain IT infrastructure including servers, networks, and cloud
* Ensure cybersecurity measures are in place (firewalls, antivirus, vulnerability management).
* Develop and enforce IT policies, disaster recovery plans, and backup
Subject Matter Expertise
* Serve as the go-to expert for IT-related projects and
* Advise leadership on technology improvements and emerging
* Participate in vendor evaluations and technology road
Minimum Required Skills & Competencies:
* Bachelor's degree in Information Technology, Computer Science, or related
* 5+ years of IT experience, including team
* Strong knowledge of Microsoft 365 administration and endpoint
* Proficiency in Active Directory, PowerShell scripting, and cloud platforms (Azure preferred).
* Excellent problem-solving, communication, and organizational
* Relevant certifications (Microsoft 365, ITIL, CompTIA Security+) are a plus.
Desired Skills & Competencies:
* Experience with remote troubleshooting and IT support
* Familiarity with cybersecurity frameworks and compliance
* Ability to manage multiple projects in a fast-paced
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and
* Ability to lift up to 20 pounds and exert 20+ pounds of Use arms and legs. Frequent standing, walking, sitting, carrying, bending, stooping, reaching and twisting.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading and preparing documentation.
* Not substantially exposed to adverse environmental
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$100k-133k yearly est. 23d ago
Summer Intern - Accounting
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Essential Responsibilities: * Assists with general accounting and reconciliations. * Assists with project work as needed for income taxes, financial planning & analysis, asset liability management and financial reporting. * Assists in the preparation of month end close and related reporting.
* Other job duties as assigned.
* Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Summer Internship Minimum Required Skills and Competencies:
* Must be at least 18 years of age or older.
* Must have completed at least one year of college and currently enrolled in college.
* Must be available to work Monday through Friday, May, 19, through early-mid August.
* Punctual and dependable.
* Works well in a team environment.
* Detailed oriented and willing to help others.
Physically you can anticipate to:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.
$27k-34k yearly est. 32d ago
BSA/AML - EDD/High Risk Analyst
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: This position is a part of BSA/AML Department, a team that is integral to TowneBank's efforts in the fight against money laundering and terrorist financing. The BSA/AML Department assists the Bank's businesses to design effective processes through the development of consistent and cohesive policies and programs to ensure compliance with all applicable anti-money laundering and Office of Foreign Asset Control (OFAC) regulations. The BSA EDD/High Risk Analyst works within the BSA/AML Department to review high risk customers and acts as points of contact for the Bank.
The EDD/High Risk Analyst's primary objectives are to conduct periodic reviews of customers (individual and business) rated high risk by the AML scoring model, and to collect additional information for potentially high- risk customers at onboarding. Tasks include documenting reviews by preparing well-written narratives, obtaining documentation to support the results of investigations, and working with branches prior to onboarding a potential high-risk member.
Essential Responsibilities:
* Conduct comprehensive customer investigations using internal bank systems, open- source searches, third-party research tools, and transaction history analysis to develop strong understanding of the purpose of the relationship and identify reputational risk
* Work with branch personnel to obtain additional information and documentation for potentially high-risk customers at onboarding, such as Money Service Businesses, Third-Party Payment Processes, Privately Owned ATMs, and Politically Exposed Persons
* Participate in the MSS schools to provide an overview on High- Risk customer monitoring
* Participate with ongoing refresher training to BSA personnel regarding High-Risk customer reviews and documentation
* Escalate potential high-risk members to reporting Manager
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)
* Other duties as assigned
Minimum Required Skills & Competencies:
* 3-5 years banking experience and knowledge of branch and/or loan operations
* 2-3 years of BSA/AML case investigations experience
* Working knowledge of federal requirements under the Bank Secrecy Act requirements including Customer Identification Program, USA PATRIOT Act and Office of Foreign Assets Control (OFAC) regulations, and be familiar with FFIEC BSA/AML Manual guidelines
* Ability to comply with regulatory deadlines
* Knowledge of bank products and services
* Ability to develop strong relationships with peers, and ability to interact with multiple levels of management, internal and external auditors/examiners
* Ability to handle confidential customer information
* Ability to work independently and within a team setting
* Strong written and verbal communication skills
* Detail oriented with good organization skills
* Proficient in the use of Banking software, Microsoft Office Suite, core systems, imaging systems and AML/BSA Software
* Ability to follow-up with internal and external outreach for items requiring additional information
* Maintain knowledge on BSA/AML/OFAC news and events as well as regulatory updates
Desired Skills & Competencies:
* Bachelor's degree in related field such as business management, criminal justice, accounting, or economics
* Participant of a BSA/AML Certification program and current certification (or in process)
* Law enforcement investigation experience, such as financial crimes
* Experience in a financial institution with asset size $10B and over
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
#LI-LP1
$59k-78k yearly est. 60d+ ago
Account Manager - Personal Lines
Towne Bank 3.9
Towne Bank job in Norfolk, VA
Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring an Account Manager to join our Personal Lines team. This position can be located in Norfolk, Newport News, Richmond, or Williamsburg. The Account Manager is responsible for providing professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
* Answers telephone calls from insured customers and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
* Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
* Processes policy transactions according to company procedures.
* Follows all procedures as outlined in the Personal Lines Procedure Manual.
* Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).
* Ensures client and policy information is current on the Epic system and all required documentation procedures are completed.
* Maintain active P & C License status and increase insurance knowledge by attending carrier meetings and continuing education classes.
* Attends internal office meetings and training as necessary.
* Assists other team members as needed.
* Dependable and punctual.
* Handles other duties as assigned.
* Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).
Skills and experience you'll need:
We seek a candidate with an active P&C license. We also seek the following:
* Excellent oral and written communication skills.
* Strong attention to detail.
* Must be dependable, reliable, and punctual.
* Strong call management skills, including active listening and speaking clearly.
* Basic computer skills, including adapting to third-party systems and software applications.
* Prior insurance industry experience.
* Ability to work well independently and as part of a team.
Bonus points if you have:
* Previous experience with insurance software and related systems
* Previous experience with or training in Microsoft Office products
* Experience with agency management systems, preferably Applied Epic.
* Strong problem-solving skills.
* ACSR and/or CISR designations preferred.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
* Excellent growth and advancement opportunities
* Competitive pay based on experience
* Health, vision, dental, and Employee Assistance Program
* Paid time off to include holidays, PTO, sick leave, and bereavement
* Profit Sharing
* Continuing education opportunities
* 401K & Employer Matching
* Employee discounts
* Identity theft protection
* Tuition Reimbursement
* Paid Training Opportunities
* Paid Parental Leave
* Wellness Plan
* Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#insurance
#LI-Hybrid
#LI-SO1
$38k-48k yearly est. 32d ago
BSA/AML Specialist - KYC II
Towne Bank 3.9
Towne Bank job in Suffolk, VA
Primary Purpose: This position is a part of BSA/AML Department, a team that is integral to TowneBank's efforts in the fight against money laundering and terrorist financing. The BSA/AML Department assists the Bank's businesses to design effective processes through the development of consistent and cohesive policies and programs to ensure compliance with all applicable anti-money laundering and Office of Foreign Asset Control (OFAC) regulations. The BSA/AML Know Your Customer (KYC) team works within the BSA/AML Department to ensure that required customer onboarding requirements are met as knowing your customer provides the foundation of the Bank's BSA/AML Program.
The BSA/AML Specialist II - KYC's primary objectives are to confirm that required customer identifying information is collected and verified at onboarding, and to ensure that Customer Due Diligence (CDD) information, including beneficial ownership for non-exempt legal entities, is collected and updated as needed throughout the customer relationship. KYC Specialists act as subject matter experts on the Bank's Customer Identification Program and provide support to the branch network.
Essential Responsibilities:
* Verify all new customer profiles for deposits, loans, indirect lending, and safe deposit box relationships added to the banking core system for complete identification and verification documentation
* Review input CDD information at onboarding for missing/incomplete information and out-of-footprint relationships
* Review beneficial ownership on new/trigger events per Beneficial Ownership Final Rule and Corporate Transparency AML Act 2020, deposit and loan business accounts, including company documentation with certification of owners and control person
* Communicate KYC exceptions to Account Officers when new accounts are opened for new and existing members with missing or incomplete CIP, CDD information, and Beneficial Ownership
* Conduct due diligence using Lexis Nexis or other internet resources on new and existing customers as needed
* Review unidentified non-US persons and identify past due/missing W8-BENS on non-US persons
* Identify missing and incomplete customer information on the Transaction Monitoring System
* Act as liaison between Investigations/Alerts team to collect additional documentation as part of our ongoing due diligence requirements
* Maintain KYC exception workbooks and document follow-up efforts to clear exceptions
* Complete Annual Bank and AML Training as needed
* Assist BSA Management with other projects as needed
* Adheres to applicable federal laws, rules, and regulations, including Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Minimum Required Skills & Competencies:
* 2-3 years of banking or similar experience with knowledge of branch and loan operations
* Working knowledge of federal requirements under the Bank Secrecy Act requirements, including the Customer Identification Program, USA PATRIOT Act, and Office of Foreign Assets Control (OFAC) regulations, and be familiar with FFIEC BSA/AML Manual guidelines
* Ability to handle confidential customer information
* Knowledge of bank products and services
* Ability to develop strong relationships with peers and ability to interact with multiple levels of management, internal and external auditors/examiners
* Ability to multi-task and learn new processes effectively
* Ability to work independently and within a team setting
* Ability to work with retail personnel in a support role
* Strong written and verbal communication skills
* Detail-oriented with good organizational skills
* Working knowledge of Microsoft Office Suite
Desired Skills & Competencies:
* 3-5 years of banking experience and knowledge of branch and/or loan operations
* Bachelor's degree in a related field, such as business management, criminal justice, accounting, or economics
* Experience in a financial institution with an asset size of $10B and over
Physical Requirements:
* Express or exchange ideas verbally and using the spoken word via email.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here represent those that must be met by an employee to perform the essential responsibilities of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform necessary duties.
$38k-77k yearly est. 49d ago
Mortgage Loan Officer
Towne Bank 3.9
Towne Bank job in Norfolk, VA
Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated mortgage professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
Join us at TowneBank Mortgage!
About Us:
Inspired by our hometown roots, TowneBank Mortgage is committed to providing our borrowers with a personalized mortgage experience. As a division of TowneBank, we uphold the principles and philosophies that have been established by our hometown traditions. TowneBank Mortgage provides the personal experience that you expect from a hometown lender with the most advanced technology available to offer affordable loans, quick processing and exceptional service.
Essential Responsibilities:
This position is primarily responsible for originating Mortgage loans in compliance with company and regulatory policy.
* Provides service to applicants and prospective customers seeking home loan, including interviewing, pre-qualification and pre-approval.
* Completes application and gathers supporting documentation.
* Reviews and completes regulatory disclosures with customer.
* Maintains existing and generates new sources of referral business.
* Quotes interest rates and secures pricing through the Secondary Marketing Department on behalf of the Customer.
* Collects required application fees.
* Inputs application data into Loan Origination Software (LOS).
* Utilizes automated underwriting systems (AUS) to obtain credit recommendations.
* Communicates with customers, both internal and external, regarding the status of the loan and relays information to all interested parties.
* Communicates with all parties in a professional and courteous manner.
* Manages your pipeline of loans to verify accuracy of the current loan status.
* Acknowledges and abides by TowneBank Mortgage Policies and Procedures.
* Mentors other Loan Officers.
* Relays to Senior Management any industry changes or trends that may be of interest to them.
* Participates in TowneBank, TowneBank Mortgage, and area association events.
* If in one of our joint ventures, actively participates in all aspects of the Real Estate Office sales meetings and office functions.
* Prepares Mortgage Minutes for presentation at each sales meeting.
* Provides on-going training for the real estate agents (lunch and learns).
* Works closely with the Broker/Sales Manager
* Attends Loan Officer Meetings.
* Represents the bank with active participation in approved community outreach functions for the purpose of enhancing our image and developing new business opportunities.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Other duties as assigned.
Skills & Experience You'll Need:
We seek a candidate with an active NMLS#. We also seek the following:
* Has at least 1-year experience originating VA, FHA, Conventional and VHDA loans
* Has a proven sales record based on closed loan production
* Currently possess sources of referral business for purchase transactions
* Has a High School Diploma or equivalent
* Has an awareness of FNMA/FHLMC, FHA, VA and VHDA underwriting guidelines
* High degree of personal integrity
* Self-motivated
* Strong interpersonal skills
* Attention to detail
Bonus Points If You Have:
* Working knowledge of Microsoft Office products
* Working knowledge of Encompass origination software
What We Offer:
When you join our team, take pride in knowing that your work positively impacts others. We offer a space where self-starters, problem solvers and entrepreneurial spirits excel.
* Competitive benefits
* Resources needed to succeed
* Advanced technology
* Innovative marketing
* Excellence in operations
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
#mortgage
#tbm
$38k-58k yearly est. 60d+ ago
Towne Member Care Representative I
Towne Bank 3.9
Towne Bank job in Suffolk, VA
TowneBank is seeking enthusiastic individuals with excellent communication skills who enjoy helping our TowneBank Members in a team-oriented, contact center environment. Towne Member Care Team Members are responsible for handling a wide variety of inbound calls regarding banking products and services in a prompt and courteous manner. Candidates must possess a solid history of customer service to include handling escalated, in-depth and detailed conversations.
Essential Responsibilities:
* Telephone support for at least one of the following: Towne-Personal/Towne-Biz and all related products and services, Consumer Mobile Banking, Towne24 VRU, Card Services, Loan Services, and Deposit Services
* Provide online support to members via secure email
* Assist TowneBank Bankers with member requests
* Meet and/or exceed established goals for quality and productivity
* Identify, diagnose, and resolve member issues with a focus on First Call Resolution
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
* Handle other duties and projects as assigned
Minimum Required Skills & Competencies:
* High School Diploma or equivalent
* Computer skills (MS Windows, Word, Excel and Internet)
* Must possess PC Skills with the ability to toggle between multiple systems simultaneously
* Motivated team player
* Excellent communication skills
* Excellent organizational skills
* Strong member service skills and professional demeanor
* High level of time management, attendance, and punctuality
* Ability to multi-task
* Has a positive attitude, passion for helping, and a continuous improvement focus
Desired Skills & Competencies:
* Previous experience in a customer service, call-center and/or banking environment is preferred
* College Degree in related field
* Bi-lingual (Spanish) skills
Physical Requirements:
* Express or exchange ideas by means of the spoken word via email and verbally.
* Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
* Not substantially exposed to adverse environmental conditions.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
#LI-LP1
Primary Purpose Ensuring that our headquarters campus grounds remain immaculate and very well-manicured. Essential Responsibilities * Daily buildings, grounds, and parking-lot inspections * Blowing sidewalks and driveways as needed * Spot pressure-washing on campus
* Assist with all aspects of landscape maintenance to include hedge trimming, weed spraying, weed removing, replacing plants and flowers.
* Work with our landscaping vendor and irrigation vendor
* Assist with off-campus grounds as needed
* Handle routine maintenance on all bank owned equipment
* Handle seasonal plantings on campus
* Other related duties as assigned both on and off campus
* 40-hour week Monday through Friday, with rare after-hours work supporting special events on campus or to make-up hours that were lost due to inclement weather during the week.
* Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank-Secrecy Act (BSA)
* Other duties as assigned
Minimum Required Skills and Competencies
* Very detail-oriented
* Ability to work well with others, but also well when left alone
* Ability to tolerate working outdoors during periods of extreme heat or cold, to include supporting responses to snow/ice events
* Ability to lift up to 50 pounds
* Driver's license with a clean current driving record
Desired Skills and Competencies
* Takes ownership of our campus grounds and accepts responsibility for our exquisite curb appeal
Physical Requirements
* Express or exchange ideas by means of the spoken word via email and verbally
* Exert up to 50 pounds of force occasionally, use your arms and legs
* Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
* Not substantially exposed to adverse environmental conditions
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.