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1. In collaboration with the Director of Digital Strategy creates, develops and implements the overall vision for the Retail and Small Business Banking product strategy. 2. Develops and maintains a 2 to 5 year roadmap for product development, compliance enhancements, and operational improvements. 3. Assesses the competitive landscape, industry trends and market demand as it relates to new products
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1. Wealth Advisory Services Sales a. Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advisory services, and securing new relationships. b.Identifies and secures additional revenue potential with existing clients, business relationships and other sources. c.Seeks
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1. Partners with Business Bankers to sell Treasury Management services to prospects and develop/execute on annual cross sell plan for current customers in each banker's portfolio. 2. Annually determines the sales goal for fee income, service charge increases, and new non interest deposit growth and referrals. 3. Partners with Commercial Banking Relationship Managers and self source deposit rich se
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1. Completes/directs projects as assigned by Senior Officers (i.e. presentations, gathering/compiling data; etc.). 2. Reads and routes incoming mail. Locates and attaches appropriate file to correspondence to be answered by employer. 3. Composes and type routine correspondence, documents, presentations and reports. 4. Organizes and maintains file systems, and files correspondence and other records
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1. Participate in the business development activities of the bank 2. Identify appropriate prospects within defined target markets, create and manage an effective prospect list and perform activities to insure growth in loan portfolios. 3. Serve our prospects and customers through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risk
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Citywide Banks is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Hap
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1. Meet or exceed portfolio growth goals. 2. Ensure program ramp goals are met for targeted clients. 3. Partner with bankers to facilitate credit line extensions as needed. 4. Design and execute a portfolio action plan. 5. Serve as the escalation point for program administrators. 6. Provide vendor management receive and format new vendor lists, develop strategies for growth based on updated vendor
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Partners with Financial Advisors on assigned client relationships to provide an exceptional level of personal service Regularly corresponds with clients and provides a positive client experience Manages client expectations and establishes an awareness of each client's individual needs Proficiently and accurately prepares presentations for prospect and client meetings Attends prospect and client me
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1. Provides excellent customer service while representing the bank to customers in a courteous, professional, and confidential manner. 2. Assist Loan Assistants with commercial loan customers both in person and via phone calls, taking action on behalf of the Commercial Bankers, when appropriate and within scope of authority 3. Assist Commercial Bankers and Portfolio Managers in obtaining corporate
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A. Transaction/Sales Responsibilities 1. Universal Bankers I are responsible for offering and selling financial products and services to both consumer and small business customers. Including, but not limited to a. Checking and Savings Accounts b. Certificates of Deposit c. Individual Retirement Accounts (IRAs) d. Health Savings Accounts e. Deposit only business relationship customers with non lend
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1. Works independently to appropriately and timely underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk. a. Analyzes historical and projected financial statements for business, personal borrowers and guarantors. Identifies and analyzes risks and repayment ability. b. Evaluates the adequacy of loan structures and collateral positions. c. Identifi
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1. Works with limited oversight, to appropriately and timely underwrite credit and develop the appropriate credit structure in relationship to the credit risk. a. Analyzes historical and projected financial statements for business, personal borrowers and guarantors. Identifies and analyzes risks and repayment ability. b. Evaluates the adequacy of loan structures and collateral positions. c. Identi
Posted Today
A. Transaction/Sales Responsibilities 1. Universal Bankers I are responsible for offering and selling financial products and services to both consumer and small business customers. Including, but not limited to a. Checking and Savings Accounts b. Certificates of Deposit c. Individual Retirement Accounts (IRAs) d. Health Savings Accounts e. Deposit only business relationship customers with non lend
Posted Today
1. Offer and sell financial products and services to both consumer and small business customers. Including, but not limited to a. Checking and Savings Accounts b. Certificates of Deposit c. Individual Retirement Accounts (IRAs) d. Health Savings Accounts e. Consumer Loans f. Credit Life/Disability, GAP and MOB insurance on consumer loans g. Home Equity Loans/Lines of Credit h. Credit Cards 2. Prov
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1. Lending a. Seeks and obtains new banking relationships at all levels of the bank. b. Manages large or complex commercial loans as needed and counsels loan customers on loan management and beneficial financial strategies. c. Has lending authority to approve loans in all areas of the bank. 2. Marketing a. Directs bank marketing personnel to establish the bank's marketing strategies and coordinate
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