Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving busines

The Business Process Analyst takes ownership and responsibility for engaging with stakeholders across the Bank and effectively and proactively assessing, documenting, updating, and managing business process maps, data flow diagrams and risk and control matrices for all business units. This role will also be responsible for documenting new processes identified through high

This position will be responsible for developing code to satisfy the requirements of robotic and process automation opportunities from various teams within the Bank. Code development and deployment will be through a robotics and process automation platform technology. Clear and concise documentation is a must for this position, as well as a high aptitude for delivering qu

Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Prepare new and renewed underwriting packages. Order Credit reports, OFAC, Entity & UCC lien searches. Support Loan Officers in loan closing and funding. Assist Loan Officers with various account monitoring activities. Upload the credit fi

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with Team Manager or Relationship Manager who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in lo

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products

Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities. Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the bank as appropriate. Providing operati

Responsible for management of the day to day operations of the Client Care Center. Responsible for personnel administration and staff development. Evaluate, recommend, and implement procedures and processes to improve department performance and client experience. Ensure team members consistently deliver high level quality client service. Ensure regulatory compliance and a

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving busines

Assists Deposit Operations by performing new account quality control reviews, ensuring branch accounts are opened correctly and in compliance with established policy and procedures. Makes oneself available to resolve branch daily issues by answering inquiries regarding overall operations, including legal, compliance and policy/procedural questions, and provide decision ma

Analyze loans for credit quality and adherence to bank policy. May act as Examiner In Charge of assigned lending unit reviews and prepare comprehensive reports for distribution to management. Assist in the loan sampling process for lending unit reviews and in other departmental functions as necessary. ESSENTIAL FUNCTIONS Perform detailed loan file reviews of lending unit'

Under the direction of the FVP TMIS Manager, the AVP, Treasury Management Officer is responsible for the overall coordination of day to day activities within the Treasury Management Implementation and Support Department. The incumbent supports the overall needs of the department team members. Incumbent interacts with customers and Bank Staff, ensuring superior customer se

Responsible for managing the loan review function, including detailed loan file and/or on site reviews of all lending units using a risk based approach to determine review scope. Also responsible for the preparation and distribution of Loan Review Reports that communicate findings. Tracks all risk rating changes processed through lending unit reviews and other channels. D

As an Officer the incumbent manages high profile clients and complex implementation requests. Working under general supervision the team member will receive, track, and monitor the set up request process from inception through completion. This role will be responsible for establishing, expanding, and managing our most important external relationships. Responsible for ensu