The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of ...
Position Summary. Provide sales support to investment representatives including processing and opening new Broker-Dealer accounts. schedule client appointments and respond to client inquiries. prepare client reporting and provide administrative support for seminars and meetings. Qualifications. High school diploma or equivalent. Minimum one (1) year experience in related field. Experience in a customer service role may substitute. Series 7/63 lic...
Position Summary. The Deposit Operations Strategy Support Specialist Analyst provides advanced administration, support and analysis for the Bank’s key software applications to include the core data processing system, FIS. Responsible for reviewing current automated systems and initiating action to correct inefficiencies as well as assisting other departments in gaining efficiencies from full utilization of existing system capabilities. Key Respon...
Creates and delivers accurate loan documentation for new and renewed commercial and small business loans while ensuring that the final package correctly incorporates the terms and conditions of the credit approval document as well as internal and regulatory credit, compliance, and policy standards. A High School Diploma or equivalent is required. an Associate’s Degree with an emphasis in business or business law and/or paralegal certification, or...
Position Summary. Perform various maintenance requests on deposit accounts. review and post Individual Retirement Account (IRA), Health Savings Account (HSA) and Certificate of Deposit (CD) account transactions. ensure proper indexing of customer information file (CIF) and deposit related documentation. provide internal support to other business lines and the branches via phone and emails. Qualifications. High school diploma or equivalent. Minimu...
Position Summary. Perform various maintenance requests on deposit accounts. review and post Individual Retirement Account (IRA), Health Savings Account (HSA) and Certificate of Deposit (CD) account transactions. ensure proper indexing of customer information file (CIF) and deposit related documentation. provide internal support to other business lines and the branches via phone and emails. Qualifications. High school diploma or equivalent. Minimu...
Position Summary. The Deposit Operations Strategy Support Specialist Analyst provides advanced administration, support and analysis for the Bank’s key software applications to include the core data processing system, FIS. Responsible for reviewing current automated systems and initiating action to correct inefficiencies as well as assisting other departments in gaining efficiencies from full utilization of existing system capabilities. Key Respon...
Position Summary. The Loan Operations Strategy Support Analyst – AVP provides advanced administration, support and analysis for the Bank’s key software applications to include the core data processing system, FIS. Responsible for reviewing current automated systems and initiating action to correct inefficiencies as well as assisting other departments in gaining efficiencies from full utilization of existing system capabilities. Key Responsibiliti...
The Banking Specialist III will serve as the primary new account and loan representative for the branch. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist III will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to su...
Position Summary. The Loan Operations Strategy Support Analyst – AVP provides advanced administration, support and analysis for the Bank’s key software applications to include the core data processing system, FIS. Responsible for reviewing current automated systems and initiating action to correct inefficiencies as well as assisting other departments in gaining efficiencies from full utilization of existing system capabilities. Key Responsibiliti...
Position Summary. The Loan Operations Strategy Support Analyst – AVP provides advanced administration, support and analysis for the Bank’s key software applications to include the core data processing system, FIS. Responsible for reviewing current automated systems and initiating action to correct inefficiencies as well as assisting other departments in gaining efficiencies from full utilization of existing system capabilities. Key Responsibiliti...
Creates and delivers accurate loan documentation for new and renewed commercial and small business loans while ensuring that the final package correctly incorporates the terms and conditions of the credit approval document as well as internal and regulatory credit, compliance, and policy standards. A High School Diploma or equivalent is required. an Associate’s Degree with an emphasis in business or business law and/or paralegal certification, or...
