Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

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

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

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

Performance Achieve financial results and client experience standards relative to specific metrics and goals assigned. Engage with both existing clients and prospects through consistent outreach, successfully completing sales activities and behaviors that create value for both clients and the bank. Through consultative discovery, ensure conversations address both short an

Performance Achieve financial results and client experience standards relative to specific metrics and goals assigned. Engage with both existing clients and prospects through consistent outreach, successfully completing sales activities and behaviors that create value for both clients and the bank. Through consultative discovery, ensure conversations address both short an

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

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

Operations Oversight Oversees department's performance through effective management of daily operational activities, ensuring efficiency, accuracy, and high quality of work. Oversees department SLAs, executes delegations of work based off skillset, and holds team accountable for performance goals. Reviews operational processes for opportunities of improvement and recommen

Training The foundation of the Associate Development Program is our hands on training curriculum. It's a building block approach to develop the skills you'll need to support our dynamic and rapidly growing clients. The training consists of a combination of classroom style instruction intermixed with case study based exercises and live work with our various in house facili

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

Fiduciary Management Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other

Client Acquisition Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals. Partnership C