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Provide overall administrative and client relationship support for Bank President and other team members, as needed. Handle confidential and non routine information, maintaining confidentiality. Assist Bankers with renewal process. Calendar management; schedule and coordinate meetings and travel; manage supplies and prepare managerial reports as requested. Provide extraor
Posted Today
Manage and provide leadership and guidance to team members to ensure proper workflow management. Motivate and lead a high performing team; attract, recruit, and retain team members. Train and develop team members in all areas of job responsibilities, including laws, regulations, industry standards, risk identification and management, software, and related updates. Mentor
Posted 1 day ago
Develop and maintain favorable relationships with current clients. Identify and capture opportunities to cross sell additional loan and other bank products to clients; including but not limited to partnering with and referring business to internal business partners and related experts to drive Bank profitability and efficiency. Assist in the sales proposal process, includ
Posted 5 days ago
Develop, administer and monitor the BSA/AML program to ensure compliance with laws, regulations and rules governing operations and product offerings, appropriate for the size, complexity and risk profile of the Bank. Design and execute the annual BSA/AML and OFAC risk assessments. Utilize the risk assessment to drive resource allocation and continuous improvement in the B
Posted 6 days ago
Complete assigned responsibilities as part of monthly, quarterly and year end accounting closing. Review monthly results compared to plan and historical periods and provide follow up analysis. Act as subject matter expert on complex accounting topics and perform accounting tasks related to these items. Prepare and reconcile consolidated financial reporting; including SEC
Posted 12 days ago
Drive new business development through consistent and focused calling activity. Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients. Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs. Tracking prospecting efforts through our sales
Posted 12 days ago
Provide administrative support and serve as primary support for the Bank President on a daily basis. Schedule and organize complex activities such as meetings, travel, conferences and team and client activities. Provide calendar management; meeting planning, scheduling, and coordination on behalf of executives and others, as needed. Ensure all executive verbal and written
Posted 20 days ago
Provide administrative and client relationship support for the Banking team. Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting. Identify, collect and/or order required due di
Posted 26 days ago
Open, extract, and process Wholesale and Retail remittance payments. Input and key required data fields on client remittance transactions with a high degree of accuracy. Process account transactions in accordance to each clients' specified handling instructions. Identify process improvements to create efficiencies and improve accuracy of processing. Complete work in a tim
Posted 27 days ago
Resolve client issues and own the issue through the resolution process; provide appropriate notification to Bankers and Partners regarding issues. Complete all steps of standard operating procedures when performing client account updates to minimize errors, ensuring an extraordinary client experience. Respond to internal and external client inquiries in a timely manner; c
Posted 28 days ago
Prospect, structure and originate new SBA 7(a) and SBA 504 loans. Drive new business development through consistent and focused calling activity. Build relationships and maintain a referral network of commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers to solicit SBA loan opportunities. Structure SBA loan proposals, c
Posted 28 days ago
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