Account Servicing Responds to service requests and proactively identifies needs. Manages new and existing customer activities including policy check in, renewals, cancellations, endorsements, and initial claim activity. Performs data entry, processing, and risk analysis. Ensures accuracy and compliance with all rules and regulations. Sales & Support Develops influential r

Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up

Documentation Orders and/or processes all documentation used during the course of collections, foreclosure, bankruptcy, loss mitigation, or recoveries. This includes, but is not limited to, appraisals, credit reports, payment histories, tax and title searches, loan documents, statements, and other Bank records. Prepares equity analysis, credit and debit tickets, assignmen

Deliver results on complex development projects involving teams across the Product Development department and Bank as a whole Collaborate with internal customers and departmental leadership Work with customers to resolve business critical concerns Ensure all Salesforce work supports both the individual business areas and the enterprise as a whole Align all architecture an

Deliver results on complex development projects involving teams across the Product Development department and Bank as a whole Collaborate with internal customers and departmental leadership Work with customers to resolve business critical concerns Ensure all Salesforce work supports both the individual business areas and the enterprise as a whole Align all architecture an

Account Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline New Business Development by prospecting, qualifying, and closing new vendor programs Negotiate transactions, help gather documentation and credit information Assist in negotiation and deal structuring On Boarding new vendors and programs Develop strong business relati

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

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

Compliance Review Researches and investigates business activities pertinent to Records Management, Governance, Risk and Compliance, including related documentation, processes, and transactions. Ensures compliance with applicable laws, regulations, policies, and procedures. Resolves issues, clears exceptions, or escalates as appropriate. Documentation Compiles all relevant

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

Development Assists in all stages of development for a business product. This includes but is not limited to planning & design, compiling resources, execution, and monitoring product launch. Tracks and reports progress to appropriate parties. Product Management Ensures products are developed and managed with a coordinated strategy. Collaborates with both internal and exte

Operations Plans, directs, and manages the daily workflow ensuring efficient processing, risk mitigation, and delivery of excellent service. Leads and participates in interdepartmental meetings, and serves on project teams for new initiatives and the development of process enhancements. Assists in implementing enhancements to departmental systems or processes. Business Su

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