Provides daily management of client needs, including the establishment of new accounts, facilitating asset transfers, and cash flow management. Utilizes custodian platforms, portfolio accounting systems, CRM software, and web based applications as an integrated part of daily responsibilities. Collaborates with custodians and contra firms to resolve client issues. Contributes to the production of c

Monitors and manages existing credit relationships which includes note renewals, reviewing and the detailed analysis of current financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring; compiles reports necessary to monitor asset and credit quality and compliance with policy/regulation. Analyzes and

Develops, maintains, and expands client relationships. Helps manage and monitor client portfolios; performs investment analysis and financial planning as necessary to ensure client assets are managed consistent with their investment objectives. Meets with clients and prospects to educate them on Milestone's investment approach and philosophy. Conducts client analysis to determine goals, needs and

Develops, designs and maintains information in spreadsheets and data base programs using the most complicated features of various software programs, (i.e., merge files, import data, graphs, etc.). Gathers information to be maintained on data base programs. Generates and distributes reports from these programs. Monitors reports for quality. Composes and may initiate correspondence and memoranda, ty

Plans and executes the banking centers' sales activities to achieve goals set in consumer and small business products and services sales; allocates appropriate activity expectations and production goals; conducts sales meetings, makes business calls, leads teleconsulting efforts, conducts team huddles, conducts product knowledge clinics; ensures plans achieve proper financial growth objectives; Op

Interacts with clients, managers, attorneys and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas and customer; performs research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accoun

Develops new business through identifying and calling on existing or prospective customers; promotes and cross sell Bank's services; works with Bank operation areas to ensure that quality service is provided. Serves as relationship manager is delivery of products and services across departmental and divisional lines. Monitors and manages existing credit relationships, coordinating with credit serv

Meets with individual and small business clients to complete full assessments of their financial needs; consultatively sells a full range of retail products such as deposit accounts, loans, and credit cards to meet or exceed established individual sales goals and to support overall banking center sales objectives. Opens new deposit accounts and originates and closes consumer and small business loa

Utilizes skills to support and resolve complex problems encountered by end users related to all the PC Networks, such as Cisco switches, routers and gateways, ensuring specification are met; maintains network management software, analyzing traffic and facilitating changes when required; works with mainframe communications and telecommunications and new software setup installation and maintenance.