Relationship Management Monitor existing accounts, open new accounts, proactively address issues or concerns while offering solutions to optimize financial performance. Identify opportunities to expand the HOA banking portfolio through cross selling of additional products and services. Operations Performs advanced operational tasks, manages vendor and associate inquiries.

The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and

Strategic Planning & Leadership Collaborate with senior leadership to identify and prioritize strategic initiatives that drive sustainable growth and competitive advantage. Conduct thorough market analysis, competitive assessments, and trend evaluations to inform strategic decision making and identify new business opportunities. Team Leadership Oversee the development of

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. Service Sta

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

Business Support Manages shift workflow ensuring adequate staff coverage, branch and corporate support, and completed documentation. Leads and coordinates processing activities. Ensures monitoring tools and alerts are reporting accurately. Monitors events for proper issue resolution and guides adherence to shift policies and procedures. Team Leadership Mentors and trains

Marketing Responsibilities 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 bot

This position leads underwriting efforts by servicing Energy portfolios at the highest level of ability and complexity. Supports the Energy lending team with expertise in structuring, analysis, and credit documentation for Energy credit actions. Establishes viability of repayment sources and prepares credit approval memos. Identifies, gathers, and reviews financial inform

Serves as an initial point of contact on banking inquiries and concerns. Provides support for existing and prospective clients via inbound telephone calls and live chat. Resolves concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. Identifies cross sell opportunities and makes referrals as appr

Business Support Manages a team that provides loan support, customer service, and sales support for bankers. Ensures that business and retail clients receive a high level of service and that quality standards are upheld. Identifies inefficiencies in support processes, and implements enhancements for staff performance. Risk Management Manages an assigned area's credit risk

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

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

This person will lead due diligence, structuring, underwriting and documentation processes independently for complex deals. Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client. Coaches and mentors less experienced staff members enabling them to show improved efficiency and effec

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

Account Servicing Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs various operational tasks that occur during customer, vendor, and associate inquiries. Service & Support