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United Bank jobs - 31 jobs

  • Sales Associate

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Martinsburg, WV

    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: Hagerstown Job Segment: Bank, Banking, Outside Sales, Developer, Finance, Sales, Technology
    $25k-32k yearly est. 60d+ ago
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  • Sales Associate

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    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: Charleston West Virginia Job Segment: Bank, Banking, Information Security, Outside Sales, Finance, Technology, Sales
    $25k-31k yearly est. 60d+ ago
  • Customer Service Administrator II

    Trustmark 4.6company rating

    Charleston, WV 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** Responsible for servicing customers on contractual policy change and disbursement requests; requires knowledge of company products, the ability to interpret policy provisions, and knowledge of administrative procedures; provides back-up support to call center, as needed. Key Accountabilities + Responsible for completing semi-routine policy contract changes and disbursements. + Apply knowledge of products, regulatory requirements and policy provisions in order to research and resolve customer requests and inquiries. + Enter semi-routine client/customer updates into the appropriate system with moderate supervision. + May provide back up support to Call Center. + Collaborates with internal partners to reach resolution Minimum Requirements + High School Diploma or GED with 2 - 4 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $22.00 - $31.79 per hour 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.
    $22-31.8 hourly 2d ago
  • Operations Associate

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Ripley, WV

    The Operations Associate handles assigned daily, weekly, or monthly reconciliations for Internal DDA and/or General Ledger Accounts for manager review. Comply with Bank's policy and procedures for clearing outstanding reconciling items. Handling of Remote Branch Capture exception transaction. RESPONSIBILITIES: * Retrieve statements by mail, email, downloaded from web sites or FIS General Ledger reports from IS View. * Compare debits and credits transaction of previous day, week or month from the General Ledger and/or statements and list outstanding items. * Research and identify outstanding items for proper notification to Department or individual responsible for clearing. * Prepare transactions for clearing corresponding Bank and 3rd party vendor entries. * Demonstrate ability to communicate with appropriate personnel. * Cross-training of other duties within the department as assigned. * Research and clearing of Deposit Corrections. Qualifications * High School diploma or equivalent; * Proficiency in Microsoft Office Products (Excel, Word, Access) * Excellent communication and organizational skills; * Ability to multi-task and be detail oriented * Ability to work in a fast paced environment. Essential Functions: * Sitting or standing 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 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: West Virginia Job Segment: Accounting, Bank, Banking, Developer, Finance, Technology
    $47k-76k yearly est. 3d ago
  • ATM Operations Manager

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    The Operations Manager is responsible for the ongoing activities of a designated unit or work group and oversees the professional, technical, supervisory, and/or production personnel assigned thereto. The Operations Manager adapts plans and adjusts priorities to align with the strategic direction of Operations overall, the availability of resources, and production challenges that may occur from time to time. S/He provides technical guidance to employees, colleagues, and customers, as needed, and fulfills compliance and risk management responsibilities within assigned areas of responsibility. RESPONSIBILITIES: * Works through assigned staff to deliver accurate, efficient, and timely results that comply with Bank policy/procedures, including Compliance and Risk Management requirements. * Creates and maintains a positive and professional work environment for assigned staff, including the provision of training and feedback necessary to develop subordinates capable of assuming additional responsibility within the organization. * Works with support staff, both internal and vendor-based, to address production problems and provide enhanced service through controlled changes to system parameters, procedures, workflows, and available options. Ensures all changes are tested, documented and communicated prior to implementation. * Provides input to annual budgets and ensures that controllable expenses, including compensation, supplies, travel, and telecommunications are reasonable and appropriate. * Analyzes and reports on service levels, key volume indicators, and key risk indicators as may be defined from time to time. Recommends and, in some cases, initiates action to address adverse performance issues. * Understands and assesses risk and compliance issues within assigned area of responsibility and reports/resolves them, as appropriate; is aware of reasonably anticipated threats and prepares accordingly. Qualifications * Minimum of three or more years of Operations experience, emphasis on banking Operations experience highly preferred; a college degree may be accepted in lieu experience for certain positions. * Familiarity with Operations management (production scheduling, capacity analysis, process improvement, quality management, etc.) is highly desired. * Familiarity with bank regulations or a demonstrated ability to understand and comply with regulations in a comparable area (e.g., insurance, brokerage, mortgage, etc.). * Strong supervisory skills; ability to motivate and manage employees (hiring, training, feedback and corrective action). * Ability to effectively interact with all levels of the organization, including senior management, using both written and verbal communication. * Ability to identify and resolve problems using good judgment with respect to issues/circumstances; good organizational skills with the ability to multi-task. * Proficiency in Microsoft Office products (Word, Excel) is required.A 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: Charleston West Virginia Job Segment: Bank, Banking, Mortgage, Risk Management, Developer, Finance, Technology
    $65k-93k yearly est. 7d ago
  • Business Analyst

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    The Business Analyst is a highly experienced and self-directed senior contributor to our Finance and Accounting team. This position is responsible for delivering strategic financial insights and reporting that supports executive and senior business line leaders. The ideal candidate will possess strong analytical capabilities, deep financial acumen, and the ability to operate independently in a dynamic banking environment. RESPONSIBILITIES: Core Financial Analysis & Reporting * Analyze income statements and P&L statements to identify trends, variances, and performance drivers. * Lead and support annual budget planning, collaborating with department heads and senior leaders to align financial goals with strategic objectives. * Monitor non-interest expenses against budget throughout the year, providing variance analysis and recommendations for cost control. * Prepare and deliver monthly, quarterly, and annual financial reports for executive leadership, ensuring accuracy, clarity, and strategic relevance. * Develop and maintain forecasting models to support financial planning and scenario analysis. Strategic Business Support * Partner with senior business line leaders to provide financial insights that inform decision-making and operational strategy. * Conduct ad hoc financial analysis to support strategic initiatives, regulatory inquiries, or executive requests. * Provide expert level assistance to the CFO for other projects as assigned, including budgeting, M&A analysis, etc. Process Improvement & Data Integrity * Identify opportunities to improve financial reporting processes, tools, and data accuracy. * Collaborate with IT and data teams to enhance reporting systems and ensure data integrity across platforms. * Support automation initiatives to streamline recurring reporting and analysis tasks. Compliance & Governance * Ensure financial reporting complies with internal policies, regulatory requirements, and audit standards. * Assist in preparing documentation for internal and external audits as needed. Qualifications Bachelor's degree in finance or accounting is required, master's degree or CPA preferred. * Minimum of seven (7) years working in financial analysis, preferably within the banking or financial services industry. * Advanced proficiency in Excel and financial modeling; experience with financial systems is a plus * Demonstrated ability to apply advanced financial concepts required. * Must be strategic, analytical, and a strong communicator with the ability to drive key decisions. * Proven ability to work independently and manage complex projects KEY COMPETENCIES: * Financial Acumen * Critical Thinking * Process Improvement * Stakeholder Management Essential Functions: * Sitting 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 This is not intended to be all-inclusive and the employee will also perform other duties as assigned. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time. 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: Charleston West Virginia Job Segment: Business Analyst, Compliance, Financial, Accounting, Finance, Technology, Legal
    $55k-77k yearly est. 60d ago
  • Regional Sales Director Arkansas and Tulsa

    Trustmark 4.6company rating

    Charleston, WV 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 Arkansas and Tulsa. 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 12d ago
  • EDI Specialist II

    Trustmark 4.6company rating

    Charleston, WV 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** Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements. Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures. **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): $26.70 - $38.57 per hour 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.
    $26.7-38.6 hourly 11d ago
  • ERM Risk Analyst

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Morgantown, WV

    The ERM Risk Analyst is responsible for identifying, communicating, and managing risks across the organization. This role works closely with senior management to execute corporate risk strategies and focuses heavily on analytical work to improve operational efficiency and mitigate risk. The analyst will conduct periodic risk assessments to ensure compliance and address regulatory vulnerabilities. RESPONSIBILITIES: * Develop and enforce (as applicable) the Enterprise Risk Management (ERM) program, risk assessment methodology, and related frameworks. * Perform risk and control assessments to identify and evaluate risks. * Facilitate discussions with various Lines of Business management to assess risks, establish controls, and assign ratings. * Conduct audits, in-depth interviews, and analyze assessment processes to evaluate effectiveness. * Establish Key Risk Indicators (KRIs), analyze risk data, and set appropriate thresholds. * Conduct Focused Risk Assessments (FRAs) and control testing to evaluate the effectiveness of risk controls. * Perform risk analytics and quantify risk exposures to support decision-making. * Utilize advanced analytical tools and techniques to assess and manage risk. * Track operational risk incidents and perform root cause analysis to identify systemic issues and recommend corrective actions. * Conduct research as needed on risk-related topics. * Manage correspondence with regulatory agencies. * Coordinate regulatory affairs, including first-day letters, quarterly monitoring reports, and other required documentation. * Prepare and coordinate Risk Committee packets for Board of Directors meetings. * Communicate and coordinate with the Board of Directors. * Attend meetings, take notes, and prepare meeting minutes for distribution. * Promote a strong risk culture across the organization through training, communication, and leadership engagement. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree required. * Proficiency in Microsoft Office products. * Ability to maintain a high level of confidentiality. * Strong attention to detail and quality-focused thinking. * Excellent written and verbal communication skills. * Professional demeanor with the ability to interact across all levels of the organization. * Adaptability to work in a fast-paced environment. KEY COMPETENCIES: * Analytical Thinking * Attention to Detail * Professional Skepticism * Professionalism * Sound Judgment & Decision-Making Essential Functions: * Ability to sit or stand for extended periods. * Sufficient dexterity to operate a computer keyboard, mouse, and other components. * Ability to communicate effectively with staff at all levels. * Ability to observe, interpret, and translate data accurately. 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: Morgantown Job Segment: Compliance, Regulatory Affairs, Bank, Banking, Law, Legal, Finance
    $60k-79k yearly est. 11d ago
  • Universal Banker

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Beckley, WV

    The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, 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 automobile or public transportation 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: Charleston Job Segment: Bank, Banking, Banker, Developer, Financial Sales, Finance, Technology, Sales
    $32k-37k yearly est. 10d ago
  • Broker Dealer Processor

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Parkersburg, WV

    is responsible for daily processing support for the Brokerage Department. RESPONSIBILITIES: * Supports registered representatives, platform Bank employees, internal clients and auditors when necessary. Corresponds with customers and confers with coworkers to answer inquiries. Translates or explains what information means and how it can be used. * To have or quickly obtain investment/securities knowledge necessary for each transaction and workflow. Analyzing information and evaluating results to choose the best solution. Update and use relevant knowledge to stay technically current in applying new knowledge and regulation to the job. * Expected to be familiar with and learn products: Annuities, Mutual funds, 529 plans, Alternative Investments, Insurance, Advisory/Fee Based, Equity, Fixed Income, REITS, UITs and Options. * Adhere to internal policies and procedures while meeting processing deadlines. Expected to learn external policies and procedures of the Clearing Firm. Need to be familiar with and understand Clearing Firm's software and set up IT entitlements for the firm. * Process transactions while adhering to the standards of accuracy across various functions: New Accounts (including IRAs, Qualified Plans, Estates, and Trusts), Transfer of Assets, Cashiering Funds Received and Physical Securities, Reporting and Commissions & Accounting. * Research securities transactions such as purchases, margin, conversions/ splits, redemptions or payments. Research tax inquiries, dividends, tender offers and customer requests. * Coordinate restricted stock transactions, ADV mailings, general mailings, statement messages, decedent client support, unpaid trade extensions, NSF checks, check stop pays and trade corrections. Monitor reporting to FINRA, MSRB, TRACE and Opt Out. * Prepare General Ledger entries. Track commission by State, FA and product. Calculate allowables for FINRA filing, RMDs, accrued interest, SMA. Import and export data and be able to manipulate the data for review and summary. * Prepare blotters and reports summarizing daily transactions and earnings for individuals. * Schedule and coordinate transfer and delivery of assets between companies, departments and customers. Apply cost basis, fees and regulation to these transactions. * Provide clerical support to include answering phones, processing mail, filing, faxing and scanning. * Assist with special projects and other tasks as assigned by management. Qualifications * High school diploma or equivalent required/ Bachelor's degree preferred * Previous experience in Operations, Investments, Brokerage, or Accounting preferred. * FINRA licenses a plus * Proficiency with Microsoft Excel and Word * Strong verbal and written communication skills. Self-motivated. * Ability to perform simple and complex mathematical calculations * Strong time management skills and the ability to adhere to deadlines * Ability to work independently and multi-task * Ability to work under pressure in a fast-paced environment KEY COMPETENCIES: * Dependability (Attendance & Punctuality) * Customer Service Oriented * Time Management Skills * Communication Skills 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 observe, identify comprehend and translate data. * Ability to travel. * Requires repetitive hand/arm motion. 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: Marietta Job Segment: Accounting, Stock Broker, Stock Market, Bank, Banking, Finance
    $54k-95k yearly est. 1d ago
  • Trust Officer

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    The Trust Officer's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. This position requires a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Fiduciary Wealth Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. RESPONSIBILITIES: * Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate * Ability to discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions * Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations to address their continued needs. * Actively seek and develop leads and referrals from current clients and outside contacts. Prospect for new clients by asking for referrals from existing clients. * Cultivate a network through social contacts and community participation by developing a network of external Centers of Influence to help drive referral opportunities * Prepare and present sales materials to prospective clients * Implement financial products and services offered through the Wealth Management platform; recommend changes when necessary * Maintain the internal contact management database and monitor the frequency of client and prospect contact * Foster open communication with other Bank departments. Develop relationships with internal partners for cross referral opportunities. * Engage in fiduciary decision making through account management of client trust accounts according to each of the legal document directives. * Handle risk management and resolution of legal and compliance issues by ensuring that internal compliance and proper documentation requirements are met consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines. Escalate issues or concerns as needed. * Perform daily account oversight on various functions pertaining to client accounts such as overdrafts, check issuances, payments of client bills, etc. * Review pertinent account information on the trust accounting system daily such as cash balances, ensure accuracy of posted transactions. Troubleshoot and resolve any findings. * Prepare or oversee annual or quarterly account reviews for each account. * Review performance of investments with the assigned portfolio manager for each account to insure proper investment allocations and profitability * Maintain relationships and grow assets under management by working with current and remainder beneficiaries for future business potential. * Prepare, analyze and present requests for all discretionary matters related to their accounts to the Wealth Management Committee according to Trust documents and regulatory guidelines * Ensure audit exceptions and out of compliance items are managed monthly within appropriate timeframe allowed on each situation * Stay abreast of current federal and state regulations applicable to taxation and other Trust management related areas as well as changes to the same Qualifications * Bachelor's degree required * Minimum of five (5) years of financial sales, investment, or portfolio management experience required * Minimum of three (3) years of wealth management experience required * Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment * Certified Financial Planning certification highly desired * Demonstrated experience in effective account/relationship management required * Ability to present situations and resolutions effectively * Ability to travel as business needs arise, some travel may require overnight stay * Ability to read and interpret legal documents * Ability to design, develop, and support fiduciary responsibilities and transactions * Ability to sell financial solutions to clients and prospects * Excellent oral and written communication skills * Proficient in Microsoft Office products * Ability to provide attentive and thoughtful client service * Ability to consistently represent the Bank in a professional manner * Strong organizational skills and detail oriented * Ability to handle multiple tasks simultaneously * Excellent customer service skills KEY COMPETENCIES: * Industry Knowledge and Expertise * Client relationship building * Consultative professionalism * Effective account management * Regulatory compliance focused * Sound judgement and decision making * Presentation Skills * Entrepreneurial Spirit Essential Functions: * Ability to sit for extended period of times * Ability to converse and exchange information with all levels of staff within organization and external clients for extended period of times. * 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: Charleston West Virginia Job Segment: Compliance, Relationship Manager, Bank, Banking, Outside Sales, Legal, Customer Service, Finance, Sales
    $39k-71k yearly est. 60d+ ago
  • Mortgage Loan Officer

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    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: Charleston West Virginia Job Segment: Mortgage, Loan Officer, Bank, Banking, Compliance, Finance, Legal
    $32k-46k yearly est. 15d ago
  • Security Engineer II

    Trustmark 4.6company rating

    Charleston, WV 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.
    $77k-99k yearly est. 60d+ ago
  • Sales and Service Representative

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Wheeling, WV

    The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management. RESPONSIBILITIES: * Keep up-to-date on Bank products and services to effectively provide financial solutions to customers * Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services * Take 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 @ your service standards and protocols * Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy * Adheres to cash differences/controllable losses policy * Maintain dual control on all vaults/safes containing cash/negotiables, if applicable * May serve as approval on branch transactions * As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours * Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures * Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required Qualifications * High School Diploma or equivalent required, bachelor's degree preferred * Minimum one (1) year customer service or related working experience required * 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 * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to demonstrate a sales oriented professional demeanor * Excellent verbal, written, and interpersonal skills * Very well organized and ability to deal with multiple priorities * Proficiency in Microsoft Office products * Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications * Ability to represent the Bank in a professional manner at all times * Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Excellent Customer Service Skills * Strong Communication Skills * Task Management * Professionalism * Sales aptitude demeanor Essential Functions: * Sitting and standing 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 airplane, automobile, bus and/or train 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: Pittsburgh Job Segment: Bank, Banking, Customer Service Representative, Sales Rep, Outside Sales, Finance, Customer Service, Sales
    $26k-30k yearly est. 4d ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    Charleston, WV 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.
    $96k-124k yearly est. 60d+ ago
  • Corporate Trust Advisor, Sr

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Charleston, WV

    The Senior Corporate Trust Advisor is responsible for ongoing delivery of quality services to clients within the Corporate Trust Group, and provides an expert level of guidance and advice. The Corporate Trust Advisor stays abreast of market conditions and trends, develops new business, cross-trains team members and maintains the Group's budget. RESPONSIBILITIES: * Develops a broad understanding and effectively presents our capabilities related to Corporate Trust Services. * Accountable for the full scope of account management of assigned institutional clients, including but not limited to, daily transactions processing, managing bond payments, ensuring funds are invested properly, and overseeing compliance with bond indentures or other governing documents. * Maintains compliance with policies and procedures to ensure superior client service, as well as acceptable audits and examinations. * Responsible for the review and analysis of new bond issues with assistance of counsel. * Responsible for preparation and execution of monthly reports for bond payments. * Responsible for reviewing all client fee invoices for accuracy and collection of past due invoices. * Maintains good relationships with attorneys, underwriters, commercial lenders and other centers of influence for referrals. * Is fully engaged in new business development activities. * Identifies cross-selling opportunities within existing relationships to better serve clients and increase revenues, particularly in the areas of deposits and investment management services. * Coaches, trains and evaluates performance of Corporate Trust Group team members. * Supports overall goals of the Wealth Management Group by adhering to budget and growing our business. * Works closely with others in department on various other duties and projects as necessary. Qualifications * Bachelor's degree required. * Professional designation preferred (i.e., advanced degree, CCTS). * Minimum of five (5) years of related professional working experience required. * Past experience in corporate trust, bond administration, agencies and escrows highly preferred. * Proficiency in Microsoft Office Products (Word, Excel, etc.) and utilizing the internet required. * Prior experience working in sales is a plus. * Ability to travel up to 20% for client meetings and bond closings. * Excellent verbal and written communication skills. * Ability to interpret bond indentures and governing documents. * Understanding of basic accounting and banking concepts. * Ability to work independently and in a team environment. * Excellent customer service skills and ability to multi-task in a fast-paced environment. 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 airplane, bus, train and/or automobile. 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: Charleston West Virginia Job Segment: Bank, Banking, Compliance, Developer, Business Development, Finance, Legal, Technology, Sales
    $88k-106k yearly est. 60d+ ago
  • Branch Manager I

    United Bank, Inc. 4.2company rating

    United Bank, Inc. job in Wheeling, WV

    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 is normally under $25,000,000. 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. * 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 two years in 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. * 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: Pittsburgh Job Segment: Branch Manager, Bank, Banking, Marketing Manager, Information Security, Management, Finance, Marketing, Technology
    $40k-52k yearly est. 30d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    Charleston, WV 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
  • Regional Sales Director LA

    Trustmark 4.6company rating

    Charleston, WV 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 11d ago

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