Jobs at TowneBank

Develop and execute business development strategies to generate SBA and USDA B&I loan volume, manage loan pipeline from application through closing, prepare complete credit packages, interpret financial statements and credit guidelines, and build a large referral network across the Southeast and Mid-Atlantic. Ensure regulatory compliance (SBA SOP, AML/BSA) and collaborate with internal partners to meet monthly sourcing targets.

Manage commercial insurance client accounts—ensure policies are bound and billed timely, assist with new and renewal accounts, maintain client records, handle endorsements/audits/cancellations/claims, collect payments, and maintain an active P&C license through continuing education.

Serve commercial clients by managing policies, renewals, endorsements, audits, cancellations, claims, and certificates. Work with risk advisors, carriers, and underwriters to resolve service requests, retain accounts, use agency systems (e.g., Applied Epic), and deliver timely, accurate client support.

Provide investment advice and recommendations, execute buy/sell orders, process deposits, maintain client communication and compliance, complete required continuing education, and follow AML/BSA regulations.

Provide administrative and client support for commercial lines accounts: process audits, endorsements, certificates, and policy assembly; obtain carrier documents; maintain records in Epic; participate in carrier trainings and team meetings.

The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.

The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.

The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.

The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.

The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.