POSITION SUMMARY. . . Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well as actively participating in community events. Relationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Relationship Managers ...
POSITION SUMMARY. Primary Function of this role is to provide superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but not limited to processing of deposits and withdrawals, check cashing, mail/phone transactions, fund transfers and wires, and cashier’s check selling. verify appropriateness of customers’ documents, and support file maintenance. In addition to facilitate wi...
POSITION SUMMARY. . . Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well as actively participating in community events. Relationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Relationship Managers ...
POSITION SUMMARY. . . The SBA Sr. Closing Officer is responsible for overseeing all aspects of SBA loan closing process and ensuring compliance with SBA regulations, credit and internal policy. This role requires deep technical knowledge from packaging to closing phases with attention to detail. . . ESSENTIAL FUNCTIONS. . . Loan Closing & Servicing (35%). Monitor and review loan packaging and closing documentation to support SBA lending and ensur...
POSITION SUMMARY. . . Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending based upon customer needs. . ESSENTIAL FUNCTIONS. . Business Development. (40%). Meet wit...
. POSITION SUMMARY. . . The Financial Consultant will pro-actively develop a client base to which acceptable wealth management products can be sold, and advise these clients in investment management, estate planning, and overall financial planning for the future. Analyze customers’ financial needs and advise them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest l...
POSITION SUMMARY. . . Primary function is to generate revenue for the region by actively establishing a center of influence as a referral base as well as actively participating in community events. Regional Sales Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Regional Sales Manag...
POSITION SUMMARY. . Primary function is to generate revenue for the region by actively establishing a center of influence as a referral base as well as actively participating in community events. Regional Sales Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Regional Sales Manager...
. POSITION SUMMARY. . . The Financial Consultant will pro-actively develop a client base to which acceptable wealth management products can be sold, and advise these clients in investment management, estate planning, and overall financial planning for the future. Analyze customers’ financial needs and advise them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest l...
POSITION SUMMARY. . . Primary Function of this role the supervision of branch staff to ensure the branch exceeds customer expectations in terms of speed, efficiency, courtesy and professionalism. This includes the review of all new account opening documentation to ensure compliance with the bank’s policies and procedures as well as government regulations. In addition the role will assist in the improvement of branch operations efficiency while de...
POSITION SUMMARY. . . Primary Function of this role the supervision of branch staff to ensure the branch exceeds customer expectations in terms of speed, efficiency, courtesy and professionalism. This includes the review of all new account opening documentation to ensure compliance with the bank’s policies and procedures as well as government regulations. In addition the role will assist in the improvement of branch operations efficiency while de...
POSITION SUMMARY. . . Primary function is to generate revenue for the Commercial Banking group by actively establishing a center of influence for new referrals as well as actively participating in community events. Relationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Resea...
