As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Alabama CollegeCounts 529 Fund to current ...
As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Alabama CollegeCounts 529 Fund to current ...
Be Seen First
Bank Branch Manager
Mobile, AL · On-site
New Horizons Credit Union's history offers a unique story of progress and growth. Our story begins ... Banking: 2 years (Preferred) * Leadership: 2 years (Preferred) * Lending: 2 years (Preferred ...
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Be Seen First
Bank Branch Manager
Mobile, AL · On-site
New Horizons Credit Union's history offers a unique story of progress and growth. Our story begins ... Banking: 2 years (Preferred) * Leadership: 2 years (Preferred) * Lending: 2 years (Preferred ...
Teller
Centre, AL · On-site
$15.25 - $19/hr
Any employee of Union State Bank has the responsibility and understands the Conflicts of Interest/Code of Conduct Policy set forth by Union State Bank and the FDIC's Statement of Policy concerning ...
Quick apply
Teller
Centre, AL · On-site
$15.25 - $19/hr
Any employee of Union State Bank has the responsibility and understands the Conflicts of Interest/Code of Conduct Policy set forth by Union State Bank and the FDIC's Statement of Policy concerning ...
Teller
Cedar Bluff, AL · On-site
$14.50 - $18.25/hr
Any employee of Union State Bank has the responsibility and understands the Conflicts of Interest/Code of Conduct Policy set forth by Union State Bank and the FDIC's Statement of Policy concerning ...
Quick apply
Teller
Cedar Bluff, AL · On-site
$14.50 - $18.25/hr
Any employee of Union State Bank has the responsibility and understands the Conflicts of Interest/Code of Conduct Policy set forth by Union State Bank and the FDIC's Statement of Policy concerning ...
Seasonal Teller
Pleasant Grove, AL · On-site
$14.75 - $18.50/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
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Seasonal Teller
Pleasant Grove, AL · On-site
$14.75 - $18.50/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Pell City, AL · On-site
$13.50 - $16.75/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
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Seasonal Teller
Pell City, AL · On-site
$13.50 - $16.75/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Ashville, AL · On-site
$13.75 - $17.25/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
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Seasonal Teller
Ashville, AL · On-site
$13.75 - $17.25/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Birmingham, AL · On-site
$15 - $18.75/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Quick apply
Seasonal Teller
Birmingham, AL · On-site
$15 - $18.75/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Cedar Bluff, AL · On-site
$14.50 - $18.25/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Quick apply
Seasonal Teller
Cedar Bluff, AL · On-site
$14.50 - $18.25/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Centre, AL · On-site
$15.25 - $19/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Quick apply
Seasonal Teller
Centre, AL · On-site
$15.25 - $19/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Seasonal Teller
Cropwell, AL · On-site
$13.50 - $17/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
Quick apply
Seasonal Teller
Cropwell, AL · On-site
$13.50 - $17/hr
Union State Bank Location: Cherokee, Jefferson and St. Clair Co., Alabama Department: Retail / Branch Operations Job Title: Seasonal Teller (Part-Time / Temporary) Reports To: Head Teller / Branch ...
The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels. This is a focused business building position ...
The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels. This is a focused business building position ...
Must maintain a thorough knowledge of all products/services offered by the credit union, including mobile banking and other technical services. Responsible to provide an exceptional member experience ...
Must maintain a thorough knowledge of all products/services offered by the credit union, including mobile banking and other technical services. Responsible to provide an exceptional member experience ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Compliance Officer | Full-Time
Hoover, AL · On-site
The role requires in-depth knowledge of state and federal laws and regulations governing credit union or bank operations, including loan and deposit products. * Must have excellent writing ...
Member Care Agent
Tuscaloosa, AL · On-site
$13.50 - $17.75/hr
... union or bank environment.
Member Care Agent
Tuscaloosa, AL · On-site
$13.50 - $17.75/hr
... union or bank environment.
Member Care Agent
Foley, AL · On-site
$12.75 - $17/hr
... union or bank environment.
Member Care Agent
Foley, AL · On-site
$12.75 - $17/hr
... union or bank environment.
Member Care Agent
Foley, AL · On-site
$22.81 - $27.38/hr
... union or bank environment. Salary Description Min: $18.25, Mid: $22.81, Max: $27.38
Member Care Agent
Foley, AL · On-site
$22.81 - $27.38/hr
... union or bank environment. Salary Description Min: $18.25, Mid: $22.81, Max: $27.38
Member Care Agent
Foley, AL · On-site
$12.75 - $17/hr
... union or bank environment.
Member Care Agent
Foley, AL · On-site
$12.75 - $17/hr
... union or bank environment.
Union Bank information
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Full-time
Re-posted 4 days ago
Job description
The Field Representative will distribute information about the 529 programs to financial advisors, employers, hospitals, services groups, and other decision makers. They will research and implement creative strategies to market the plans to financial professionals and potential investors.
Essential Functions:
- Make proactive marketing calls (in-person and by phone) to financial advisors, and other professionals with current business to strengthen the relationship they have with the CollegeCounts 529.
- Identify and call on non-producing financial advisors and firms to introduce the CollegeCounts 529 and encourage future utilization of the plan.
- Call on existing relationships with employers, hospitals, libraries, schools, and other organizations throughout Alabama to create awareness and utilization of the CollegeCounts 529.
- Research new "grass-roots" opportunities to pursue within Alabama.
- Stay up-to-date on industry developments and trends.
- Research and implement campaigns and messaging.
- Plan, schedule appointments, and implement effective weekly travel trips throughout the state of Alabama.
- Attend and promote CollegeCounts at various local and regional conferences and events.
- Provide 529 Field Coordinator with regular updates on activity.
- Actively assist with functions of the 529 College Savings Group as needed.
- Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
- Regular and reliable attendance is an essential function of this position.
- Perform other job-related duties or special projects as assigned.
Qualifications:
- Bachelor's degree preferred.
- Mutual fund, investment, finance, tax and/or financial planning experience preferred.
- Project a strong professional image with ability to positively promote the CollegeCounts 529 and service excellence philosophy.
- Proficient in Microsoft Word, Excel and in working with other financial software.
- Valid driver's license with good driving record.
Preferred Talents:
- Highly motivated individual - takes initiative and task oriented
- Detail oriented, well-organized, self-starter with high energy
- Excellent verbal communication skills
- Independent with a team orientation and coachable
- Passion for client and prospect interaction
Working Environment:
Lifting and/or carrying up to 30 lbs. occasionally
Moderate exposure to outdoor elements or hazards.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About Union Bank and Trust
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
11 - 50 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1976