Comprehensive product management of unique OBO and FBO account types including core system account setup, FDIC insurability requirements, reconcilement, profitability, product development and other duties as assigned. Facilitate client risk management efforts including ensuring appropriate documentation and ongoing oversight. Partner with legal to develop and maintain OBO

Comprehensive product management of unique OBO and FBO account types including core system account setup, FDIC insurability requirements, reconcilement, profitability, product development and other duties as assigned. Facilitate client risk management efforts including ensuring appropriate documentation and ongoing oversight. Partner with legal to develop and maintain OBO

Comprehensive product management of unique OBO and FBO account types including core system account setup, FDIC insurability requirements, reconcilement, profitability, product development and other duties as assigned. Facilitate client risk management efforts including ensuring appropriate documentation and ongoing oversight. Partner with legal to develop and maintain OBO

Comprehensive product management of unique OBO and FBO account types including core system account setup, FDIC insurability requirements, reconcilement, profitability, product development and other duties as assigned. Facilitate client risk management efforts including ensuring appropriate documentation and ongoing oversight. Partner with legal to develop and maintain OBO

Communication and Presentation Development Develop high quality materials for presentations that effectively communicate the company's sustainability initiatives and strategic direction. Work closely with the corporate Sustainability leadership and cross functional teams to ensure messaging is clear, compelling, and aligned with organizational objectives. Exhibit strong p

Communication and Presentation Development Develop high quality materials for presentations that effectively communicate the company's sustainability initiatives and strategic direction. Work closely with the corporate Sustainability leadership and cross functional teams to ensure messaging is clear, compelling, and aligned with organizational objectives. Exhibit strong p

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 and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

Outbound Sales/Business Development Production driven leadership role with individual and team sales goals Developing COIs, leveraging business relationships Engage with customers, prospects and referral sources through proactive outreach Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for t

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

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

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

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required. Documentation Support and Accuracy Originates, processes, and ensures accuracy of loan documentation for clo

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

Program Management Develops, implements, and evaluates all aspects of assigned programs including sub projects and related initiatives. Manages planning, schedule, resources, and risk. Ensures quality and compliance, implementing corrective action where necessary, to ensure cohesion between individual projects and the overall program. Communicates key performance indicato

Program Management Develops, implements, and evaluates all aspects of assigned programs including sub projects and related initiatives. Manages planning, schedule, resources, and risk. Ensures quality and compliance, implementing corrective action where necessary, to ensure cohesion between individual projects and the overall program. Communicates key performance indicato