Manage incoming client phone calls, greet clients for in office visits. Proactively communicate with clients on a regular basis through a range of communications vehicles, process client requests and answer basic client inquiries in a timely manner. Coordinate the preparation of financial plans, annual or quarterly reviews and other ad hoc client meetings materials by pre

We are looking for an experienced Licensed Loan Officer, who will bring enthusiasm, attention to detail, and a servant heart to our team of top tier mortgage professionals. This professional will work in a tight knit, goal oriented team where our Customers and Referral Partners can rely on them to ensure an accurate and timely closing process. The Licensed Loan Officer's

Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services. ESSENTIAL JOB FUNCTIONS Provides a complete range of customer services, including opening new

Primary Office Location 1155 Kildaire Farm Road. Cary, North Carolina. 27511. Join our team. Make a difference for us and for your future. Position Title Senior Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is primarily responsible for the execution of traditional consumer banking asks of retail banking cust

The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and