The Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. Other responsibilities include. Meeting with clients to discuss their financial goals and current financial position. Building and maintaining relationships with clients. Cross-selling bank products and services. Investigates each client's financial situation in order to provide investment a...
The Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. Other responsibilities include. Meeting with clients to discuss their financial goals and current financial position. Building and maintaining relationships with clients. Cross-selling bank products and services. Investigates each client's financial situation in order to provide investment a...
The. Teller/New Accounts Financial Associate. is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers’ initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance...
The Senior Mortgage Loan Officer is accountable for originating residential mortgage loans, pre-qualifying the creditworthiness and the ability of customers to repay loans, servicing these loans to meet or exceed the Bank's credit quality, profitability and growth and service objectives. The individual is responsible for referring customers to the appropriate banker for the cross-sale of products and services. Create, develops, and maintains rela...
The. Loan Operations Specialist (Collateral Tracking). performs a variety of clerical duties in conjunction with loan servicing that may include scanning and filing documents, reviews and verifies loan documentation and lien documents, and releases collateral. Other responsibilities include. Perfects liens and processes lien releases. Maintains loan files and records. Verifies and corrects document images. Prepares various reports. Reviews docum...
The. Director of Employee Education. directs the design, planning and implementation of corporate training programs. Directs the design, planning, and implementation of corporate training programs aligned with the objectives and strategy of the company. Collaborates with functional management teams to assess ongoing and future training and development needs as well as effectiveness of established programs. Develops a program delivery schedule tha...
The. Treasury Management Sales Manager. is responsible for the Treasury Management sales activities of the company including development of the new Treasury Management business, expansion of existing business relationships, and providing oversight for the servicing of Treasury Management customers. The individual is responsible for development of business plans including marketing strategies and sales objectives. Develops sales strategies to driv...
The Senior Mortgage Loan Officer is accountable for originating residential mortgage loans, pre-qualifying the creditworthiness and the ability of customers to repay loans, servicing these loans to meet or exceed the Bank's credit quality, profitability and growth and service objectives. The individual is responsible for referring customers to the appropriate banker for the cross-sale of products and services. Create, develops, and maintains rela...
The. Teller/New Accounts Financial Associate. is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers’ initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance...
The. Commercial Lender. is accountable for business development and sales of the bank's products and services. The Lender is also responsible for developing and managing a loan portfolio, working with others in facilitating the underwriting and loan closing processes. Calls on potential or existing customers to develop new business and increase or retain existing business. Makes and services a wide variety of business and individual loans, both s...
The. Teller/New Accounts Financial Associate. is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers’ initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance...
The. Teller/New Accounts Financial Associate. is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers’ initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance...
