SUMMARY. Responsible for overseeing aspects of the Bank’s Third Party Risk management program and other related risk management functions. The Enterprise Risk Manager defines and maintains standards within the organization with an emphasis on risk management and compliance with GLBA to protect private financial information in the management of Third Party Vendor relationships. This position will work with risk managers and business partners to ma...
POSITION SUMMARY. Professional operative that manages the Contact Center and assists team with customer needs and/or escalated issues. Oversee the bank’s Interactive Teller Machines (ITM) and staff. Becomes familiar with bank’s current and upcoming technology. Troubleshoots escalated technical issues with staff and/or vendors. Monitor debit card disputes and dispute audits. Conduct research on fraudulent/scam transactions and promotes safe-secure...
POSITION SUMMARY. Professional operative that manages the Contact Center and assists team with customer needs and/or escalated issues. Oversee the bank’s Interactive Teller Machines (ITM) and staff. Becomes familiar with bank’s current and upcoming technology. Troubleshoots escalated technical issues with staff and/or vendors. Monitor debit card disputes and dispute audits. Conduct research on fraudulent/scam transactions and promotes safe-secure...
POSITION SUMMARY. Professional operative that manages the Contact Center and assists team with customer needs and/or escalated issues. Oversee the bank’s Interactive Teller Machines (ITM) and staff. Becomes familiar with bank’s current and upcoming technology. Troubleshoots escalated technical issues with staff and/or vendors. Monitor debit card disputes and dispute audits. Conduct research on fraudulent/scam transactions and promotes safe-secure...
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. This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opp...
SUMMARY. The Commercial Loan Operations Project Manager is responsible for coordinating and. processing workflow for project related functions such as commercial construction monitoring and. disbursements. participation monitoring, advances and payments. real estate tax monitoring and. notifications. loan systems processes and improvements, and all commercial operational processes as. assigned. This position provides oversight and defines workflo...
SUMMARY. The Commercial Loan Operations Project Manager is responsible for coordinating and. processing workflow for project related functions such as commercial construction monitoring and. disbursements. participation monitoring, advances and payments. real estate tax monitoring and. notifications. loan systems processes and improvements, and all commercial operational processes as. assigned. This position provides oversight and defines workflo...
SUMMARY. Administer all phases of construction draw process from origination to conversion to permanent. financing. Coordinate release of funds, extensions and conversions to permanent financing with loan servicing. personnel. ESSENTIAL DUTIES and RESPONSIBILITIES. include, but are not limited to the following. Key point of contact with builders, customers and loan officers during the construction draw phase. Foster and grow relationships with bu...
SUMMARY. This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients. These relationships will be developed by providing sound financial advice regarding a client’s personal finances as well as for their business finances. Relationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products a...
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 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 referral ...
