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This position supports the Energy team through underwriting, analysis, and structuring recommendations for energy portfolios. Identifies, gathers, and reviews, financial information to determine borrower risk ratings and appropriate loan structuring. Assess and communicates risks within new and existing energy accounts. Provides service and support for both associates and
Posted 10 days ago
The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts, small loans and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other br
Posted 15 days ago
The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing
Posted 15 days ago
Summary of Duties Manage Salesforce environments including Production, Full and Partial Development Sandboxes. Oversee the software development lifecycle, ensuring the proper structures are in place for the on time delivery of high quality product releases. Deliver results on complex development projects involving teams across the Product Development department and SVB as
Posted 15 days ago
Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of
Posted 15 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank
Posted 15 days ago
Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in order to assist with lien perfection. Generally supports the lien securitization efforts of the team for the assets that are financed through the Equipment Finance Department. Outbound Calls Follows up on unsecured assets to ensure liens are prope
Posted 16 days ago
Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. System Support Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end user experience. Assists in implementing recommended modifications a
Posted 17 days ago
The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing
Posted 18 days ago
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted 24 days ago
Act as a primary contact to Borrower's CFOs and Controllers and manage bank group syndicates when First Citizens serves as Administrative Agent. Monitor individual accounts for performance and covenant compliance trend Underwrite add on financing requests or waivers and amendments Ensure accurate and timely portfolio risk ratings Train and mentor junior resources Maintain
Posted Today
IRR Framework Support the enhancement of a sustainable IRR management program that meets regulatory expectations, while supporting the Bank's overall balance sheet management strategies. Work cross functionally to manage stakeholders (e.g. 2 nd line of defense) and follow through on the execution of projects with a high attention to detail. Business Support Assist in the
Posted 1 day ago
Facility Support Oversees maintenance and repairs efforts towards the functionality of Bank facilities. Dispatches and ensures timely completion of work order requests. Manages preventative maintenance activities and schedule to minimize disruption in business operations. Performs facilities inspections, provides reports, and develops effective asset management strategies
Posted 6 days ago
The Relationship Service Advisor "RSA" supports / manages a portfolio of borrowing and non borrowing clients and is responsible for product and account servicing. A key member of Relationship Management, the RSA serves as support for client deposit and cash management banking needs. This individual will be responsible for the following essential functions Internal Partner
Posted 8 days ago
Facility Support Assists with a variety of tasks to support CRE operations. Enters project, work order, portfolio, accurate workspace, and population data into department tracking systems. Resolves requests for information or documentation in a prompt and efficient manner. Oversees and coordinates associate moves, furniture installations and ergonomic requests. Ensures ap
Posted 15 days ago
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