include, but are not limited to Perform reviews to assess adherence with applicable federal and state consumer protection laws and regulations based on the approved compliance review schedule. Support work performed with detailed workpapers that adequately document scopes and results of reviews. Effectively communicate, in oral and in written form, the review process and f

include, but are not limited to Responsible for business development of qualified and non qualified retirement plans, including 401(k), 403(b), 457, profit sharing, deferred compensation, and cash balance plans established by employers. Identify and research prospective clients within the target market segments, including individuals, businesses, and organizations seeking

include, but are not limited to Protecting our customers by properly verifying callers before releasing any information or making changes to an account Assisting callers with general questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Requesting account maintenance (

include, but are not limited to Protecting our customers by properly verifying callers before releasing any information or making changes to an account Assisting callers with general questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Requesting account maintenance (

include, but are not limited to Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency wi

include, but are not limited to Serves as a sales representative for all senior products. Generates prospects for new business through First Mid channels. Meets with the prospects to gather underwriting information, to deliver quotes, and close sales. Handles customer service requests in conjunction with other staff members. Develop and maintain a working relationship with

include, but are not limited to Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency wi

include, but are not limited to Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency wi

include, but are not limited to Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency wi

include, but are not limited to Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency wi