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

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

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

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

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

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

Global Fund Banking Relationship Managers are responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms. In addition to managing a portfolio of client relationships, there is an expectation to maintain a strong prospect list and relationships with other centers of inf

Identifying Risk Leads the design and implementation of process evaluation methods, and the development of expert solutions to address identified risks. Works closely with management to ensure risk strategies are effective and compliant. May involve creation, evaluation, and execution of models or simulation scenarios to test risk conditions. Data Analysis Sources, compil

Identifying Risk Leads the design and implementation of process evaluation methods, and the development of expert solutions to address identified risks. Works closely with management to ensure risk strategies are effective and compliant. May involve creation, evaluation, and execution of models or simulation scenarios to test risk conditions. Data Analysis Sources, compil

Underwrite Underwrites and evaluates retail credit applications according to applicable regulations, procedures, and guidelines. Reviews financial statements, business balance sheets, and results of analysis to determine risk and creditworthiness. Analysis Sources, compiles, and interprets financial data. Conducts detailed cash flow analysis to aid in underwriting efforts

Underwrite Underwrites and evaluates retail credit applications according to applicable regulations, procedures, and guidelines. Reviews financial statements, business balance sheets, and results of analysis to determine risk and creditworthiness. Analysis Sources, compiles, and interprets financial data. Conducts detailed cash flow analysis to aid in underwriting efforts

Sales & Marketing Support Works with MMB Relationship Managers on idea generation and presentations for prospects and clients. Identifies cross sell and relationship expansion opportunities. Interacts with Centers of Influence (COIs) to expand existing relationships and to build momentum with prospects. Develop pitch books and presentations for use with prospects and clie

Sales & Marketing Support Works with MMB Relationship Managers on idea generation and presentations for prospects and clients. Identifies cross sell and relationship expansion opportunities. Interacts with Centers of Influence (COIs) to expand existing relationships and to build momentum with prospects. Develop pitch books and presentations for use with prospects and clie

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

Project Management Leads assigned business unit audits to meet their assigned portion of the annual audit plan. Determines appropriate scope, makes strategic decisions, and ensures there is sufficient evidence to successfully audit the internal control system. Conducts special projects and performs other duties as related. Managerial Functions Provides oversight of team,