Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

The Business Process Analyst takes ownership and responsibility for engaging with stakeholders across the Bank and effectively and proactively assessing, documenting, updating, and managing business process maps, data flow diagrams and risk and control matrices for all business units. This role will also be responsible for documenting new processes identified through high

This position will be responsible for developing code to satisfy the requirements of robotic and process automation opportunities from various teams within the Bank. Code development and deployment will be through a robotics and process automation platform technology. Clear and concise documentation is a must for this position, as well as a high aptitude for delivering qu

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving busines

Assists Deposit Operations by performing new account quality control reviews, ensuring branch accounts are opened correctly and in compliance with established policy and procedures. Makes oneself available to resolve branch daily issues by answering inquiries regarding overall operations, including legal, compliance and policy/procedural questions, and provide decision ma

Responsible for managing the loan review function, including detailed loan file and/or on site reviews of all lending units using a risk based approach to determine review scope. Also responsible for the preparation and distribution of Loan Review Reports that communicate findings. Tracks all risk rating changes processed through lending unit reviews and other channels. D

As an Officer the incumbent manages high profile clients and complex implementation requests. Working under general supervision the team member will receive, track, and monitor the set up request process from inception through completion. This role will be responsible for establishing, expanding, and managing our most important external relationships. Responsible for ensu

Under supervision and following established policies and department procedures operate various fund transfers and communication computer systems as described in Essential Functions. ESSENTIAL FUNCTIONS Operate Payplus wire application and process funds transfers (incoming and outgoing). Operate SWIFT system and process various types of SWIFT messages. Input outgoing wires

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the c

The VP/FVP of Model Risk Management (MRM) is part of Risk Management and is responsible for the Bank's MRM Program. Must have a foundational understanding of model risk, credit risk, market risk, interest rate risk, pricing risk, market risk, and financial risk. The position requires owning and managing model risk management, ensuring business processes related to models

Responsible for primarily opening new accounts, cross selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional cu

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

Relationship Manager ("RM") is able to handle both (i) client facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to tran