Senior Private Banking Officer Job ID 2024 4869 Category Private Client Group Type Full Time Overview The Senior Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prosp

Identifies project team members. Identifies the groups and/or project phases of projects. Coordinates the scheduling and time requirements of team members. Follows up with stakeholders. Manages expectations. Ensures timely completion of tasks. Through financial analysis provides Executive Management with related financial information and cost estimates, benefit and ROI pr

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Requires significant marketing presentation, sa

Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable. Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank's success. Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and canvassing efforts to meet or exceed the Bank's strategic goals. Serves as a subject matter expert in the areas of

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Conducts in depth analytical reviews of the Bank's models, challenging the theoretical and control soundness of the models. Assists in the creation and maintenance of the policies, standards, guidelines, and procedures required to implement the Bank's Model Risk Management Framework that covers model and computational tool identification and classification, model developm

Responsible for answering incoming calls & making outbound calls while taking appropriate action on each call. Provides optimum client service, support and satisfaction via telephone, email or in person. Provides accurate responses to clients by adhering to Policy and Procedures and regulatory requirements. Provides the maximum level of quality and timeliness of work to a

Asset Recovery Officer Senior Job ID 2024 4929 Category Asset Recovery Type Full Time Workplace policy Hybrid Overview Responsible for the resolution of problem loans, management of litigation relating to collection matters, and management and disposition of OREO portfolio in order to minimize losses. Principal Duties & Responsibilites Analyzes loans and determines the mo

Ensures all Syndication Lending transactions are booked timely and accurately, minimizing operational risks and losses and ensuring compliance with all loan regulations as well as bank policies and procedures. Responsible for validating (QC) the on boarding of all Syndicated deals Loan terms, Collateral, escrow terms, insurance monitoring, Banks/Participation terms. Recon

Creates and administers a comprehensive Consumer Compliance Monitoring Program for the Bank by establishing a risk appropriate monitoring schedule with set timelines following the Bank's Compliance Management System and utilizing the Bank's GRC tool Manages the Compliance Monitoring Analysts by ensuring set performance goals are adequate and are being accomplished by cond

Primary duties and responsibilities include Commercial & Industrial and Commercial Real Estate underwriting of new loans to render sound lending decision, while maintaining quality control of new loans, which is essential to the sound business operations of the bank. Directly responsible for delivering on a timely basis the end to end debt product to the client management

Collaborate with business stakeholders and IT teams to ensure the successful implementation of solutions. Evaluates existing components or systems to determine integration requirements and to ensure final solutions meets organizational needs. Lead projects/matters of high complexity in a lead and/or support role. Designs, develops, tests programs based on user and design

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Consistently meets or exceeds monthly production goals. Increase conforming loan applications through marketing and generating referrals from centers of influence, previous customers and client referrals. Introduce their self sourced customers to other lines of business within the bank. Develop business outside of retail branch network through real estate agents, homebuil