Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

In this role you will get to Make an impact by contributing to the growth of the bank through business loans, deposits and fee income. Leverage your network to engage with local business owners and companies to develop business lending opportunities. Represent the bank in the community by attending and participating in civic, community and networking events. Engage in an

Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities; Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities; Mentor the associate staff. Decisions utilizes moderate decision making and independent judgement in negotiations and building relationshi

The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and

Reconcilements Completes assigned Settlement Ledger/DDA reconciliations, aids in the resolution of exceptions, discrepancies, and variances encountered in different applications for assigned accounts. Assesses work of assigned associates for timeliness, process improvements, and efficiencies. Ensures the quality and timeliness of department processing. Supervisory Functio

Sales & Marketing Sells HOA products and services and generates deposit and loans relationships, to include soliciting CondoCerts and Insurance customers. Participates in CAI chapters, develops prospects in the Association industry, and makes presentations to prospective customers. Maintains knowledge of banking products and services as well as knowledge of the industry a

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Market Facing Late Stage Lending & Leverage Finance Expertise Serve as the Late Stage Lending expert to Relationship Management and Credit Solutions partners, leading the evaluation, structuring, pitching and execution of debt opportunities; Act as primary CBCS coverage professional for portfolio companies; Build / maintain strong alignment across the institution (e.g. RM

Resolution Support Contacts past due clients to collect payments. Applies the appropriate treatment to resolve delinquency, and serves as a liaison between branch and clients. Client Service Establishes a rapport with clients throughout work activities. Delivers the best client experience while maintaining high standards of professionalism and call quality. Operational Su

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

Analyze detailed financial models prepared by clients to evaluate lending opportunities Prepare debt sizing models and sensitivities Conduct due diligence and prepare Q&A logs for potential lending opportunities Review consultant reports from independent engineers, insurance consultants, appraisal, and power market consultants Prepare internal credit memos Prepare marketi

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts, small loans and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other br