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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
Posted 7 days ago
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
Posted 8 days ago
Responsible to analyze and underwrite new and existing lease/loan transactions. Requires strong financial modeling skills, ability to structure, perform due diligence, document and close complex transactions. The position requires a candidate to have very strong credit and analytical skills, who can multi task and work in a high paced team environment. Must Interact effec
Posted 8 days ago
The Director, Relationship Management, will play a critical role as part of the NorCal Tech Banking leadership team, responsible for growing the business in market. More specifically, this role will lead the Frontier "Deep" Tech portfolio, building client and ecosystem relationships, originating both simple and complex debt financing arrangements, and consulting on treasu
Posted 8 days ago
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
Posted 9 days ago
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
Posted 10 days ago
Generate daily booking report. Audit monthly control reports to ensure invoice accuracy. Analyze and process monthly rent invoices. Book new contracts into InfoLease. Reconcile asset locations in InfoLease for new and remarketed contracts. Work with corporate accounting to ensure accuracy of all InfoLease contracts. Add newly funded cars to InfoLease. Prepare credits and
Posted 11 days ago
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 closi
Posted 3 days ago
Strong working knowledge of commercial real estate finance and willingness to work on several types of commercial real estate, construction loan, and other commercial lending transactions. Also, strong working knowledge to support originations of SBA 7a, SBA 504 and USDA loans consistent with Bank policy and SBA Standard Operating Procedure (SOP) or USDA guidelines. Stron
Posted 4 days ago
Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla
Posted 7 days ago
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
Posted 7 days ago
Summary of Duties Manage Salesforce environments including Production, Full and Partial Development Sandboxes. Oversee the software development lifecycle, ensuring the proper structures are in place for the on time delivery of high quality product releases. Deliver results on complex development projects involving teams across the Product Development department and SVB as
Posted 7 days ago
The essential functions of the job include, but are not necessarily limited to, 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
Posted 8 days ago
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
Posted 8 days ago
As a Sr. Product Manager for Money Market Mutual Fund Sweep, you will be the "CEO" of your product at SVB. You will be responsible for product discovery, planning, delivery, and marketing throughout the product lifecycle. Product Managers ensure their products support business strategies, deliver features to clients, identify new to market products, and track progress via
Posted 8 days ago
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