SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
Personal Trust Administrator directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The Administrator works in conjunction with the Portfolio Manager to assist in the development and execution of the customer’s investment goals. The Administrator also works in conjunction with the Operations area to ensure the collection of income, dividends, receipts, disbu...
Responsible for account investment management , investment research, client service, and new business development. This position will assistant the Trust Investment Officers with investment research, strategy, and guidance, as well as meeting with clients in a group setting both in person and over the phone. ESSENTIAL DUTIES and RESPONSIBILITIES. Maintain assigned client portfolios by processing transactions using InvestorsView and Trust Desk por...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
ESSENTIAL DUTIES and RESPONSIBILITIES. include, but are not limited to the following. Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals. Analyze credit worthiness of commercial borrowers and make recommendations for extending credit. Develop sales proposals, coordinate preparation of commitment letter...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
SUMMARY. The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referra...
SUMMARY. This position will fulfill the duties of a teller as described below by traveling as needed between multiple offices. This travel may include multiple locations within a single work day. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DU...
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. . ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral program ...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
SUMMARY. Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations. Prepare and submit required government reports and document filings as necessary. Additionally, this role is responsible for preparing reports and presentations for clients, preparing loan documents and amortization schedules and tracking loan payments. ESSENTIAL DUTIES AND RESPONSIBILITIES. Compile various types of in...
