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1. Develops and maintains a high degree of visibility in the marketplace, along with developing relationships with real estate professionals, builders and other business referral sources. 2. Attracts new loans through personal sales efforts, community activities and from internal and external bank referrals. 3. Ensures exceptional customer experience by overseeing loan process from origination to
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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. Provide a high level of customer and internal support for all business customer deposit related needs. Be the primary backroom point of contact for internal business banking staff and clients. 2. Develop a close and effective working relationship with the Treasury management staff to ensure smooth operations and coordination and communication 3. Deliver proficient technical support for electron
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1. Analyze historical financial statements, including year end and interim business statements and guarantor personal financial statements. 2. Analyze projected customer prepared financial statements, which would include Bank adjusted sensitivity analysis of the projections. 3. Evaluate repayment ability, including both historical and projected cash flow. 4. Evaluate the adequacy of loan structure
Posted Today
1. Develops and maintains a high degree of visibility in the marketplace, along with developing relationships with real estate professionals, builders and other business referral sources. 2. Attracts new loans through personal sales efforts, community activities and from internal and external bank referrals. 3. Ensures exceptional customer experience by overseeing loan process from origination to
Posted Today
1. Analyze historical financial statements, including year end and interim business statements and guarantor personal financial statements. 2. Analyze projected customer prepared financial statements, which would include Bank adjusted sensitivity analysis of the projections. 3. Evaluate repayment ability, including both historical and projected cash flow. 4. Evaluate the adequacy of loan structure
Posted Today
1. Operates a transaction window daily. 2. Provides excellent customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet individual and branch team goals (as determined by individual bank). 3. Follows bank policies and procedures as they relate to customer transactions.
Posted Today
1. Operates a transaction window daily. 2. Provides excellent customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet individual and branch team goals (as determined by individual bank). 3. Follows bank policies and procedures as they relate to customer transactions.
Posted Today
1. Personal Bankers 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. Consumer Loans f. Credit Life/Disability, GAP and MOB insurance on consumer loans g. Home Equity Lo
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1. Assists loan customers both in person and via phone calls, taking action on behalf of the bankers, when appropriate and within scope of authority. 2. Creates and handles customer accounts including processing loan payments, disbursements and advances. 3. Provides administrative support to the bank as necessary 4. Responsible for tracking trailing documents and documentation exceptions for all l
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1. Develops and maintains a high degree of visibility in the marketplace, along with developing relationships with real estate professionals, builders and other business referral sources. 2. Attracts new loans through personal sales efforts, community activities and from internal and external bank referrals. 3. Ensures exceptional customer experience by overseeing loan process from origination to
Posted Today
A. Transaction/Sales Responsibilities 1. Provides first line back up for all Personal Banking positions (excluding lending responsibilities) daily to include but not limited to (back up of a Personal Banker varies by branch) a. Operating a transaction window b. Processing customer checking, savings and loan transactions c. Open, close and service customer accounts 2. Provides excellent customer se
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