Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up

Portfolio Management Monitors larger balance direct customer exposures and vendors to ensure compliance. Adjudicates new vendor relationships while aligning with the Bank's risk acceptance criteria. Prepares and assesses risk management reports and communicates findings to management. Vendor Management Conducts an annual vendor review adhering to the Bank's policies, proc

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

The essential functions of the job include the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Deg

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

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

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

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

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

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