2 management jobs found in Scottsdale, AZ

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Phoenix, AZ 85028-6005   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C...

CopperPoint has an exciting opportunity for a Premium Auditor.  This opportunity will be a fully remote intern position.  This 12-week paid program offers hands-on corporate experience, meaningful exposure to day-to-day operations, and valuable preparation for a future career at CopperPoint. This Premium Auditor internship will partner with our Supervisor, Field Audit and VP, Enterprise Premium Audit on learning how to conduct and complete an insurance premium audit for Workers Compensation and General Liability policies.   In your role, you will support the Premium Audit team by: Learning basic manual rules for workers compensation and general liability lines of coverage. Learn the end-to-end process on completing an insurance premium audit. Learning how to complete a final audit within our audit and underwriting systems. Support our Data Analyst and Trainer with reports and workload inventory management. Additional / Ad-hoc assistance as needed...