Essential Functions & Responsibilities. Include, but are not limited to. Responsible for processing customer (external and internal) transactions in an accurate and professional manner with prompt, efficient and courteous service. Develops customer relationships that provide the opportunity to share product knowledge and services in a professional manner resulting in product delivery or referral. Exhibits proficiency in completing customer bankin...
Essential Functions & Responsibilities. Include, but are not limited to. Responsible for the daily delivery of all treasury management programs and services to all business banking customers. Setup, train and respond to business banking customers. Assists with sales and implementation of custom plans to meet customer’s treasury services requirements while working with business banking representatives and bank customers. Provides operational suppo...
Essential Functions & Responsibilities. Include, but are not limited to. Responsible for the day to day operations and profitability of a full service bank. Manages branch staff to achieve established objectives including career development and succession management. Responsible for the sales and service development of all bank products within the defined marketplace. Develops new business and expands existing relationships. Responsible for the m...
ESSENTIAL DUTIES AND RESPONSIBILITIES. include the following. Other duties may be assigned. . Interview applicant and analysis of request specified information for loan application determining proper options and products. Analysis of applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation. Analysis of applicant financial status, income, assets, investments, debts, credit, and p...
Essential Functions & Responsibilities. Include, but are not limited to. Responds to external customer inquiries through a variety of media. Develops customer relationships that provide the opportunity to share product knowledge and services in a professional manner resulting in product delivery or referral. Assists with troubleshooting and recommending possible solutions, identifying trends, determining when to escalate a problem to management o...
Essential Functions & Responsibilities. Include, but are not limited to. Perform system loan input and maintenance, as required. Ensure data integrity in the Loan Origination Systems (LOS). Provide operational support to branches including problem resolution, process improvement and efficiencies that are consistent with the corporate goals and objectives. Complete set up, processing and payment of escrow items on loans, as required. Serve as a ba...
Essential Functions & Responsibilities. Include, but are not limited to. . Responsible for scanning and indexing/filing documents in Director with accuracy, as applicable. Ensures documents are compliant, accurate, and meet Quality Control standards for less complex situations. Produces and submits reports for review. Responsible for monitoring and maintaining suspense items. Serves as a backup for other position(s) and performs other duties, as ...
Essential functions & Responsibilities. Include, but are not limited to. Solicit mortgage loans. Inform prospective loan customers of the Bank’s underwriting guidelines and applicable government regulations. Counsel loan applicants. Process and review mortgage applications. track and follow-up loan application processing, to include closing loan documents and other associated follow-up. Develop referral and Realtor relationships both within the B...
Essential Functions & Responsibilities. Include, but are not limited to. Prepare compliant loan documents in a timely and accurate manner. Responsible for originating the suspense/tickler reporting. Complete CRA and HMDA file reviews, as requested. Prepare monthly loan reports, as requested. Serve as a backup for other position(s) and perform other duties, as assigned. Enhance career through work experience and continuing education. Maintain comp...
Essential Functions & Responsibilities. Include, but are not limited to. Acquires new clients and assets consistent with corporate goals and objectives. Provides education on investment concepts and available products. Analyzes and develops financial planning and investment needs of clients and prospects. Consults and recommends financial strategies and products. Develops and cultivates an internal and external referral network. Maintains a stron...
