Jobs at TowneBank

Sell personal lines insurance through a consultative process. Build referral relationships with banking, mortgage, real estate, and insurance partners; assess client needs; recommend coverage; explain policy features and costs; use carrier rating systems and underwriting guidelines; generate business through calls, emails, and referrals; collaborate with service teams; and meet annual sales goals. An active North Carolina Property and Casualty license is required before starting.

Supports benefits technology systems by maintaining data integrity, analyzing and cleaning databases, auditing plan data, testing rates and new functionality, assisting with reporting and projects, and supporting system users. Serves as a liaison with benefits carriers, maintains operating procedures, and helps manage client compliance and benefits sites. Requires strong organization, customer service, multitasking, Excel proficiency, and attention to detail.

Develops SBA and USDA B&I loan volume through marketing, referral-network development, business development, loan structuring, underwriting analysis, and relationship management. Manages applications from prospecting through credit review and closing, interprets financial statements and tax returns, ensures regulatory compliance, prepares complete credit packages, identifies closing risks, and supports borrowers and internal banking partners. The role also coaches staff and manages lending-office processes and risk controls.

Originates and develops SBA and USDA business loan opportunities through marketing, referral-network development, and relationship management. Converts prospects into applications, structures financing packages, interprets financial statements and tax returns, manages credit and closing processes, and ensures compliance with SBA procedures, lending policies, AML, and BSA requirements. The role also supports conventional bankers, manages the loan pipeline, coordinates documentation, and may coach staff.

Manage and enhance the bank’s risk-based Compliance Assurance Program. Lead compliance testing schedules, methodologies, workpaper reviews, issue management, corrective-action validation, regulatory risk assessments, reporting, and regulatory exam preparation. Supervise and develop compliance professionals, ensure testing quality and consistency, communicate findings to business lines and senior leaders, and support compliance with banking regulations including AML and BSA.

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.

Lead development and execution of proactive recruiting and employer branding strategies, build talent pipelines and campus relationships, manage internship and onboarding programs, ensure compliance with employment and regulatory laws, partner with leadership and marketing to meet workforce needs.

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.

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.

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

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