Escrow Officer Salary at Superior Title & Settlement Agency Llc BETA

Job Type Part-time Description Position Summary: To provide exceptional, high-quality service and direct the delivery of products/services through sales efforts through face to face and drive thru services. Must be a team player with a can-do-attitude, display a high level of integrity, and possess excellent interpersonal and member service skills. Essential Function and Responsibilities: The Bank Teller will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers. This includes, but is not limited to: Primary Responsibilities: Perform routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers, money orders, disbursements, and check cashing Explain, promote, and cross sell the products and services the Credit Union offers. Know and understand the policies and procedures of the Credit Union and able to explain them to the members. Balance cash drawer, coin,

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Adv

Job Description Job Description We have career openings in both our B2B Sales division as well as our direct to consumer sales division. Candidates must be teachable enough to learn our business and become proficient in sales and new account acquisition. Candidates must also be able to integrate previous experience in order to accelerate their transition to leadership. While we operate in the insurance sales industry, we are anything but typical. Our culture is to lead by example, so we are looking for Leadership Candidates who aren’t afraid to walk the talk. Our training process is to take individuals who are new to sales by the hand and show them how to be successful. Applicants with actual leadership experience (personal or professional) only please. Equity position and stock plan available for the right candidate. We are willing to train the right person in all aspects of our business, however, special attention will be given to applicants who have: ● Outside sales experience ● B2B

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Investment Executive is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Investment Executive assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Investment Executive will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify exis

Job Type Full-time Description Universal Banker Non-Exempt - Grade Level 3 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." General Summary Provide exemplary customer service to our clients. Responsible for building relationships by recommending appropriate deposit, loan, and other banking products. When needed, will also process customer transactions to provide excellent customer service. Reports To: Assistant Branch Manager, Branch Manager Essential Duties and Responsibilities Provide excellent customer service and effectively resolve customer challenges. Understand and educate customers on consumer deposit and lending products. Drive sales with a disciplined sales process and use current banking technology to drive both sales and service. Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen rela

Position Title: Teller Reports To: Branch Manager Responsibilities: Receive checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, and enter deposits into computer records. Cash checks and process withdrawals; pay out money after verification of signatures, and customer balances. Promote and explain other financial institution services such as CDs, safe deposit boxes, traveler's checks and money orders. Receive mortgage, consumer loan and other payments and ensure the payments match balance due. Enter payments into computer and generate customer receipts. Count, check, and package coins and currency. Ensure that teller stations are properly stocked with forms, supplies, etc. Establish and maintain effective working relationships with co-workers. Pursue personal development of skills and knowledge necessary for this position. Perform other similar or related duties as necessary. Deliver outstanding customer service. Assist with account opening pr

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach. As a Financial Planning Assistant, you will work as part of a team with Financial Adv

Position Title: Senior Commercial Loan Officer General Purpose: Responsible for the development and management of a commercial loan portfolio. Actively solicits new business, prepares credit presentations for approvals and effectively manages customer relationships. Responsibilities: Calling on prospective customers to secure new relationships for the bank. The goal would be to add new customers across all lines of business. Develop procedures and methods to assist others in the development of business. The goal is to mentor and teach others how to help increase our market share. Maintain existing commercial portfolio by providing solutions to meet business needs. Manages larger, more complex loan relationships. May supervise other personnel assigned to the region. Provide leadership and direction that will drive an accountable, high performing, sales culture. Leverage knowledge of existing customer base to maximize opportunities to cross-sell bank services. Obtains all necessary finan