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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
Posted 4 days ago
Establishes, builds, manages and maintains professional banking relationships with clients/prospects which utilize depository/cash management services. Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, and profitability analysis. Plans, implements, and evaluates product and service sales to customers,
Posted 6 days ago
Effectively manages and administers assigned accounts. This is achieved by monitoring daily cash balances; contacting clients; responding to clients' concerns in a timely manner; providing a quality customer service by meeting or exceeding the clients' needs and expectations; coordinating relationships with respective internal and external professionals; coordinates activities with the Tax, Real E
Posted 9 days ago
Directs and supervises work of Regional and/or District Managers within a designated geographical area. Active in the recruiting, hiring, onboarding, training, coaching and development of the Regional/District teams within area of responsibility. Leads all employees to achieve or exceed stated business objectives. Evaluates, orients, counsels and trains subordinate personnel and recommends associa
Posted 13 days ago
Develops and maintains any current customer relationships; identifies and develops list of prospects; develops referral sources from within the bank and current customer list; conducts initial and ongoing client profile process with each to determine investment needs and objectives; markets investment securities as defined by the firm's eligible list to all three groups in a manner to meet or exce
Posted 13 days ago
Serves as primary contact with all parties on individual loans originated from application to closing; duties may include Counseling and pre qualifying potential home buyers Completing applications Obtaining all necessary support documents along with appropriate fee and lock in information in compliance with FNMA, FHLMC, VA, FHA, and mortgage lending regulations includes of RESPA, Truth in Lending
Posted 18 days ago
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.
Posted 19 days ago
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
Posted 30 days ago
Develops and maintains any current customer relationships; identifies and develops list of prospects; develops referral sources from within the bank and current customer list; conducts initial and ongoing client profile process with each to determine investment needs and objectives; markets investment securities as defined by the firm's eligible list to all three groups in a manner to meet or exce
Posted 30 days ago
Manages bond and equity portfolios for the most sophisticated clients to maximize investment returns commensurate with an acceptable level of risk. Analyzes securities, portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines. Presents to prospects and consultants the capabilities of the I
Posted 30 days ago
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
Posted 5 months ago
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